Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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محتوای ارائه شده توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Ep. #03: Seven Core Concepts for Holistic Financial Planning - Bert Whitehead, MBA, JD
Manage episode 256489064 series 2639281
محتوای ارائه شده توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Sometimes it seems financial plans are focused more on products or investment theory instead of how clients live their real lives. Adding more value for the client, by using a process that focuses on what makes a real difference to them, starts with looking at how they actually experience their money day by day. And this point of view compels us to challenge some widely held assumptions about how to deliver financial planning. Our guest, financial planning pioneer and ACP founder Bert Whitehead, JD, MBA, discusses seven core concepts holistic financial planners can apply to acknowledge the reality of what it’s like to create a plan for a real, living person, instead of a financial institution. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bert Whitehead, please visit www.BertWhitehead.com.
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continue reading
27 قسمت
Manage episode 256489064 series 2639281
محتوای ارائه شده توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Sometimes it seems financial plans are focused more on products or investment theory instead of how clients live their real lives. Adding more value for the client, by using a process that focuses on what makes a real difference to them, starts with looking at how they actually experience their money day by day. And this point of view compels us to challenge some widely held assumptions about how to deliver financial planning. Our guest, financial planning pioneer and ACP founder Bert Whitehead, JD, MBA, discusses seven core concepts holistic financial planners can apply to acknowledge the reality of what it’s like to create a plan for a real, living person, instead of a financial institution. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bert Whitehead, please visit www.BertWhitehead.com.
…
continue reading
27 قسمت
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