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Contenido proporcionado por Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Ep. #04: Leaving the World of Commissions - Meredith Briggs, CFP®
Manage episode 256489063 series 2639281
Contenido proporcionado por Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
For decades, financial advisors have heard that the future of the profession is in fee compensation. But the transition from commissions to fees is still a daunting challenge for many. Our guest, Meredith Briggs, CFP®, shares her journey: from selling products in the name of financial advice, to her ideal quality of life as a partner in a fiduciary, fee-only practice that’s dedicated to helping clients to really plan — and achieve — financial and life goals. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Meredith Briggs, please visit www.TaconicAdvisors.com.
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27 episodios
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Manage episode 256489063 series 2639281
Contenido proporcionado por Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
For decades, financial advisors have heard that the future of the profession is in fee compensation. But the transition from commissions to fees is still a daunting challenge for many. Our guest, Meredith Briggs, CFP®, shares her journey: from selling products in the name of financial advice, to her ideal quality of life as a partner in a fiduciary, fee-only practice that’s dedicated to helping clients to really plan — and achieve — financial and life goals. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Meredith Briggs, please visit www.TaconicAdvisors.com.
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continue reading
27 episodios
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Similar a Practical Wisdom from ACP Financial Advisors
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
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…
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continue reading
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…
continue reading
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…
continue reading
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continue reading
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continue reading
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