Ep. #20: Top Tips From Ten Fiduciary Fee-Only Planners at the 2021 ACP Annual Conference

Recorded on location at ACP's Annual Conference held October 2021 in Atlanta, Georgia, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to discuss a challenge faced during the pandemic and how they successfully moved through and resolved the issue, or the top lesson they learned for running a successful advisory practice during the pandemic. Ten members are featured here, offering thoughts on virtual client communications, working remotely, volatile markets, mindfulness, self-care, industry organizations, helpful software and fintech solutions, recruiting solutions, and more.
To learn more about the ACP, please visit www.ACPlanners.org.
ACP members featured in this episode:
Frankie Corrado, CFP®, RLP®, Managing Director, Principal at Robertson Stephens;
Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning;
Linda Leitz, CFP®, EA, President of Peace of Mind Financial Planning;
Dani Parris-Exline, AFC®, Financial Advisor at Peace of Mind Financial Planning;
Jane Young, CFP®, EA, President of More Than Your Money, Inc.;
Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning;
Mike Stanton, CFP®, Principal of Stanton Financial Planning;
Ross Schmidt, President of Aspen Wealth Planners;
Anabel Diaz, CFP®, Financial Associate at Natural Bridges Financial Advisors;
Bert Whitehead, MBA, JD, Founder of the Alliance of Comprehensive Planners;
Ken Robinson, CFP®, JD, Founder of Practical Financial Planning