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Kandungan disediakan oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP®

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Manage episode 399482507 series 2639281
Kandungan disediakan oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financial plan and why it’s important to look beyond investments alone. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Sheila Padden, please visit www.PaddenFinancial.com
  continue reading

26 episod

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iconKongsi
 
Manage episode 399482507 series 2639281
Kandungan disediakan oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financial plan and why it’s important to look beyond investments alone. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Sheila Padden, please visit www.PaddenFinancial.com
  continue reading

26 episod

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