Ep. #07: Changing Lanes: From Insurance Sales To Holistic Financial Planning - Steve Swicegood, CFP® Practical Wisdom From ACP Financial Advisors podcast

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Business Practical Wisdom From ACP Financial Advisors Alliance of Comprehensive Planners (ACP

Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Practical Wisdom from ACP Financial Advisors « »
Ep. #07: Changing Lanes: From Insurance Sales to Holistic Financial Planning - Steve Swicegood, CFP®

5y ago 29:35

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MP3•Episoder hjem

Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Most of the financial planning industry is so focused on Assets Under Management, those words describe both the size of a firm and how much clients pay for advice. With the AUM model being so prevalent, why would you switch to a different way to charge—and, more importantly, a different way to practice? Our guest, Steve Swicegood, CFP®, shares his professional journey from the insurance business to comprehensive Financial Life Planning—a journey he took because his clients wanted more of his unbiased advice. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Steve Swicegood, please visit https://www.ConsciousMoney.com.

… continue reading

27 episoder

#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP

Artwork

Ep. #07: Changing Lanes: From Insurance Sales to Holistic Financial Planning - Steve Swicegood, CFP®

Practical Wisdom from ACP Financial Advisors

published 5y ago

Del

MP3•Episoder hjem

Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Most of the financial planning industry is so focused on Assets Under Management, those words describe both the size of a firm and how much clients pay for advice. With the AUM model being so prevalent, why would you switch to a different way to charge—and, more importantly, a different way to practice? Our guest, Steve Swicegood, CFP®, shares his professional journey from the insurance business to comprehensive Financial Life Planning—a journey he took because his clients wanted more of his unbiased advice. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Steve Swicegood, please visit https://www.ConsciousMoney.com.

… continue reading

27 episoder

#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP

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