It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Ep. #09: Top Tips From Eleven Fiduciary Fee-Only Planners at the 2019 ACP Annual Conference
Manage episode 256489058 series 2639281
Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Recorded on location at ACP's Annual Conference held November 2019 in San Diego, California, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips and words of wisdom. Eleven members are featured here, offering thoughts on fiduciary planning, firm succession, fees, business development, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Dennis McNamara, CFP®, AIF®, Co-Founder of wHealth Advisors; David Klepeisz, CFP®, EA, Vice President of Accruent Wealth Advisors; Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning; Mary Alpers, CFP®, EA, President of Alpers Financial Planning; Wendy Marsden, CPA/PFS, CFP®, Founder of ProsperiTea Planning; Kelly Adams, CFP®, EA, Founder of Harbor Light Planning; Bridget Sullivan Mermel, CFP®, CPA, Founder of Sullivan Mermel, Inc.; Rorik Larson, CFP®, EA, Founder of Essential Financial Strategies; Kevin Jacobs, CFP®, EA, Founder of Step By Step Financial; Carol Friedhoff, CFP®, EA, Founder of Savvy Outcomes; Ken Robinson, CFP®, JD, Founder of Practical Financial Planning
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25 에피소드
Manage episode 256489058 series 2639281
Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Recorded on location at ACP's Annual Conference held November 2019 in San Diego, California, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips and words of wisdom. Eleven members are featured here, offering thoughts on fiduciary planning, firm succession, fees, business development, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Dennis McNamara, CFP®, AIF®, Co-Founder of wHealth Advisors; David Klepeisz, CFP®, EA, Vice President of Accruent Wealth Advisors; Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning; Mary Alpers, CFP®, EA, President of Alpers Financial Planning; Wendy Marsden, CPA/PFS, CFP®, Founder of ProsperiTea Planning; Kelly Adams, CFP®, EA, Founder of Harbor Light Planning; Bridget Sullivan Mermel, CFP®, CPA, Founder of Sullivan Mermel, Inc.; Rorik Larson, CFP®, EA, Founder of Essential Financial Strategies; Kevin Jacobs, CFP®, EA, Founder of Step By Step Financial; Carol Friedhoff, CFP®, EA, Founder of Savvy Outcomes; Ken Robinson, CFP®, JD, Founder of Practical Financial Planning
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25 에피소드
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