Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP® Practical Wisdom From ACP Financial Advisors podcast

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Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP®

4M ago 32:13

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内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容（包括剧集、图形和播客描述）均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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

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

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Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP®

Practical Wisdom from ACP Financial Advisors

published 4M ago

分享

MP3•单集首页

内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容（包括剧集、图形和播客描述）均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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

25集单集

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

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