Category: ACP Alliance Of Comprehensive Planners

Josh Cutler of Bluestem Financial Advisors on the ACP Annual Conference for Fiduciary Advisors - Video Chat with Marie Swift

10/10/2020

In this Swift Chat video conversation, Josh Cutler of Bluestem Financial Advisors, LLC tells us why he is proud to be a member of the Alliance of Comprehensive Planners (ACP) and how he and the ACP annual conference task force planned for and shifted to a virtual event once the pandemic became a reality in 2020.

How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturns

5/4/2020

In this Swift Chat video conversation, I speak with financial advisors Hannah Basil Bryant, CFP®, and Chip Simon, CFP®, who explain how the ACP System™ helps advisors maintain their client base (and their revenue) and why their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis.

Kelly Adams of Harbor Light Planning On: Using the ACP Model to Grow Your Advisory Practice

4/10/2019

I recently had the pleasure of speaking with Kelly Adams, fee-only financial advisor and founder of Harbor Light Planning. Kelly is a NAPFA-Registered Advisor (National Association of Personal Financial Advisors) as well as a member of the Alliance of Comprehensive Planners (ACP), and during our discussion shared with our listeners how she has used the ACP model and methodology to grow her advisory practice.

Click here to listen to the audio recording.

A transcript of the interview is posted below.

Best Practices Blog

Josh Cutler of Bluestem Financial Advisors on the ACP Annual Conference for Fiduciary Advisors - Video Chat with Marie Swift

How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturns

Kelly Adams of Harbor Light Planning On: Using the ACP Model to Grow Your Advisory Practice

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Best Practices Blog

Josh Cutler of Bluestem Financial Advisors on the ACP Annual Conference for Fiduciary Advisors - Video Chat with Marie Swift

How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturns

Kelly Adams of Harbor Light Planning On: Using the ACP Model to Grow Your Advisory Practice

AboutThis Blog

Categories

Archives

About
This Blog