Recorded on location at ACP's Annual Conference held September 2022 in Minneapolis, Minnesota, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips, tools, and words of wisdom when it comes to running and managing an independent advisory firm. Ten members are featured here, offering thoughts on industry organizations, methodologies, visualization methods, profiles, niching, outsourcing, systemization, automation, fintech solutions and softwares, and more.

To learn more about the ACP, please visit www.ACPlanners.org.

ACP members featured in this episode:Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial PlanningCordi Powell, CFP®, EA, Founder of Favored Financial PlanningBridget Sullivan Mermel, CFP®, CPA, Founder of Sullivan Mermel, Inc.John Scherer, CFP®, Founder of Trinity Financial PlanningKelly Adams, CFP®, RLP®, EA, Founder of Harbor Light PlanningRorik Larson, MBA, CFP®, EA, Founder of Essential Financial StrategiesBrian Leben, CFP®, PFS, CPA, MBA, CGMA, Owner of Midwest Wealth SolutionsWendy Marsden, CFP®, CPA, Founder of ProsperiTea PlanningZach Teutsch, Founder of Values Added FinancialHannah Basil Bryant, CFP®, Financial Advisor at Savant Wealth Management