Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP 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 (plus one ACP partner), offering thoughts on industry organizations, methodologies, niching, outsourcing, systemization, automation, fintech and software solutions, and more.

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

Featured in this episode:Michael Garber, CFP®, CRTP, MSEE, Founder of Michael Garber Financial PlanningSheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial PlanningKelly Adams, CFP®, RLP®, EA, Founder of Harbor Light PlanningTim Massie, CFP®, Founder of Timepiece Financial PlanningSteven Jarvis, CPA, MBA, Founder of Retirement Tax ServicesWesley Stien, CFP®, MBA, Principal at Lodestar Financial ManagementSteve Martin, CFP®, CPA, JD, LLM, Owner of Oasis Wealth Planning AdvisorsKen Robinson, CFP®, JD, Founder of Practical Financial PlanningElizabeth Buffardi, CFP®, CPA, Founder of Crescendo Financial PlannersThomas Cook, CFP®, EA, Founder of Retire To TellicoLaura Rotter, CFA, MBA, CFP®, Founder of True Abundance Advisors