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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Hello my name is Tim LeBon. I'm author of two books, Wise Therapy and Achieve Your Potential with Positive Psychology Welcome to the Practical Wisdom for Busy People Podcast. I’m passionate about teaching the wisest ideas philosophy and psychology have to offer to help us to live well. I hope this short podcast brings you practical wisdom today.
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Welcome to the Heart Space podcast - sharing simple, practical wisdom teachings for modern times. We discuss various wisdom teachings - with a focus on Buddhism (although not exclusively) - and how we can relate them to our everyday, modern lives. We'll also explore a host of nature based connection and meditation practices. Host, Nicola Fanucchi, is an avid meditation and mindfulness practitioner and incorporates nature in her approach. If you enjoy the podcast, please rate and subscribe. P ...
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Host Steve Stein interviews various best-selling authors, experts, and thought leaders in the self-help community and helps bring their messages down to 'street level' to make these vital concepts accessible to every day people. In this day of digital overload, it’s hard to string together even two moments of mindfulness. Each week, join Steve Stein, a long time member of the personal development community, as he interviews best-selling authors for practical ideas and concepts on mindful liv ...
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Dr. Kathy Allen specializes in leadership coaching and organizational change in non-profit organizations, foundations, small to mid-sized businesses, community development, higher educational institutions, and collaborative networks. Dr. Allen has written and presented widely on topics of leadership, human development, and organizational developmen…
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The world is changing more rapidly today than at any time in human history. Unfortunately, these forces of rapid change have brought a cloud of confusion to CEOs and sales executives trying to grow their businesses. One of the most common sales and marketing mistakes is a set of actions I call “popcorn.” Consider it with me. Dave Kahle is a B2B sal…
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Dr. Steve Kempster is an Emeritus Professor of Leadership Learning and Development at Lancaster University Management School and is an Associate Partner of the Regenerative Alliance. He has published broadly on leadership learning, leadership of purpose, and responsible leadership with five books and many articles and chapters. Steve leads the Good…
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Why are most people not as successful as they could be? Their greatest obstacles reside inside themselves. They continue to look outside of themselves instead of working on internal issues. Unpack this with me. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presented in 47 states and 11 countrie…
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Dr. Les Sylven has been a police officer in Canada for over 30 years, serving with three different police organizations in a wide variety of roles, from a Royal Canadian Mounted Police officer in a rural community to a municipal Police Chief. During his policing career, he was actively involved in numerous public safety initiatives for which he was…
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There is something about adversity that has the power to linger forever in our memories, shaping our character and molding our behavior for the rest of our life. We can use it to grow and become better people, if we let it. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presented in 47 states an…
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Brian Fishel has more than 30+ years of strategic Human Resources and business experience across multiple industries. He has successfully provided thought leadership and advice to CEOs and C-Suite executives on various strategic business decisions and human capital matters. Brian has extensive experience leading numerous CEO and C-suite successions…
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I call it FIP. Fine in the Past. It refers to all the sales and marketing efforts, ideas, policies, principles, techniques, and strategies that worked well in the past, but are no longer effective. The past is everything that’s pre-2018. I still recall a poignant moment with an attendee at one of my seminars. During the break he came up to me and s…
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Dr. Marianne Roux has 30 years of global experience as an HR Executive, Future of Work Strategist, and Professor of Leadership. She holds a Master's degree in HR and Organisational Psychology and is completing her Ph.D. in Leadership in the Future of Work context. She runs Roux Consulting, a global niche consulting firm based in Dublin, Ireland, an…
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oin us on a transformative journey with the revered spiritual leader Kamlesh D. Patel, affectionately known as Daaji, in this enlightening episode of the StreetSmart Wisdom Podcast. Host Steve Stein dives deep into the essence of Heartfulness meditation, spiritual evolution, and the mystique of chakras alongside Daaji’s vast experience and insights…
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Recently, one of my clients recommended that I compile a series of posts on the most important lessons I’ve learned over my 30-year career as a consultant working with over 500 different organizations. This is one of them: Most people would rather believe a comfortable lie than accept an uncomfortable truth. Dave Kahle is a B2B sales expert, and a …
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Eric Svaren coaches executives, as well as senior and emerging leaders, in business, tech, health care, research, higher education, government, associations, and NGOs. He is also an organization development (OD) consultant, serving local, national, and international clients. He teaches Leadership in Action for the Daniel J. Evans School of Public P…
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Welcome back to another insightful episode of the StreetSmart Wisdom Podcast, I'm your host, Steve Stein. Today's episode features a special guest, Catherine Hallissey, a psychologist from Ireland specializing in turning clinical research into practical parenting wisdom. In a world that often stresses us with negativity and challenges, Catherine sh…
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In B2B sales, you always do better narrowing your focus than expanding it. Defy conventional wisdom and your own instincts and drill down into this – one of the 30 most important lessons I’ve learned in 30+ years of sales training and consulting. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, pr…
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Amiel Handelsman is a seasoned executive coach with 20+ years of experience helping leaders and teams navigate complexity. His clients have included college presidents, C-level business executives, and teams at every level. He is passionate about climate solutions and specializes in helping people deliver what they promise and build highly engaged …
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The pace of change has increased, the growth in complexity has multiplied, and information has proliferated at an unprecedented pace. We are in extraordinary times. We often find ourselves overwhelmed, distracted and insecure. And unprecedented times call for unique and disciplined approaches if we are to survive and thrive. The only sure way to de…
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Celina Caesar-Chavannes is a business consultant, coach and international speaker, who currently serves part-time as the Sr. Advisor, EDI Initiatives and Adjunct Lecturer at Queen’s University. Her memoir, Can You Hear Me Now? was published in 2021. Her leadership development app, MaximizingU, is available on Google Play and the App Store. Celina w…
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Imagine what your company would be like if you had a group of sales masters. Your customers would be committed to you. Your market share would constantly grow. Your suppliers would be lining up at the door to get you on their side and to offer you special deals. Only the wildest dreamers could think of the things you would be able to do with your b…
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Roy Tuscany is originally from Waterbury, VT, and after graduating from the University of Vermont with a Mechanical Engineering degree, he headed west to pursue the dream of being a professional free-skier. In 2006, Roy suffered a life-changing injury that left him paralyzed from the waist down and was the catalyst for the creation of High Fives. R…
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Welcome to another thought-provoking episode of the StreetSmart Wisdom Podcast. I'm your host, Steve Stein, and today we're diving deep into the soul-stirring realms of mythology and psychology. Joining us are two remarkable minds: poet, writer, and maverick of the mythopoetic men's movement, Robert Bly, along with the profound thinker and self-exp…
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The world is changing around us at a pace that is unprecedented in human history, and unless we change ourselves and our organizations at least as rapidly as the world we inhabit, we will fall behind. The implications are staggering. In this post, I share another of the 25 most important lessons I’ve learned over my 30-year career. Dave Kahle is a …
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George A. Papandreou is the former Prime Minister of Greece (2009-2011) and is currently a Member of Parliament with the Panhellenic Socialist Movement/Movement of Change. As an MP, he represents the Hellenic Parliament in the Parliamentary Assembly of the Council of Europe and has led over the years the work of several Committees in producing reco…
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Welcome to another insightful episode of the StreetSmart Wisdom Podcast, where we delve into the depths of the human psyche and explore the potent intertwining of creativity and self-discovery. Today's episode, "Harnessing the Shadow for Creativity and Growth," welcomes two remarkable voices to the conversation. Our host, Steve Stein, founder of Be…
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Why is it so difficult to change our behavior? Why are managers and leaders frustrated in trying to help people do better and sell better? The stealth cause is an aspect of human nature that is rarely acknowledged and even more rarely overcome. Join me in drilling deeper into the issue and offering some solutions. Dave Kahle is a B2B sales expert, …
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George A. Papandreou is the former Prime Minister of Greece (2009-2011) and is currently a Member of Parliament with the Panhellenic Socialist Movement/Movement of Change. As an MP, he represents the Hellenic Parliament in the Parliamentary Assembly of the Council of Europe and has led over the years the work of several Committees in producing reco…
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From the beginning of history, wise people have recognized that success and fulfillment were a function of a refined character. In recent years, we’ve abandoned that idea and taken a step backward in the development of mankind. It is time to reverse the trend. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authore…
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Dr. Barry L. Boyd is an Associate Professor in the Department of Agricultural Leadership, Education, & Communications (ALEC) at Texas A&M University. He holds the Thaman Professorship in Undergraduate Teaching Excellence. Dr. Boyd earned his doctorate from Texas A&M in 1991 with an emphasis in leadership education and instructional. He teaches cour…
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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 financi…
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In this session, I respond to two questions from =sales managers: 1. What about deducting commissions from a salesperson? 2. What to do about a salesperson who badmouths the company? My responses will provide you with some principles to enhance your sales team management. Dave Kahle is a B2B sales expert and a Christian Business thought leader. He …
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Dr. Dennis Tourish is Professor of Leadership and Organisation Studies at the University of Sussex. He is the former editor of the journal Leadership, and the author of several books including The Dark Side of Transformational Leadership, published and Management Studies in Crisis: Fraud, Deception and Meaningless Research. He is a proponent of the…
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Managing change doesn’t have to be a slow and methodical process. In fact, to expect slow change is to do a disservice to the organization and its people, accepting a pace of change that actually falls behind the pace of change around us. Dave Kahle is a B2B sales expert and a Christian Business thought leader. He has authored 13 books, presented i…
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Barbara Kellerman is a Fellow at the Harvard Kennedy School’s Center for Public Leadership. She was the Founding Executive Director of the Center, and a member of the Kennedy School faculty for over twenty years. Kellerman has held professorships at Fordham, Tufts, Fairleigh Dickinson, George Washington, Christopher Newport, and the Tuck School of …
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In this rapidly changing economy, everyone is looking for a simple fix to dealing with the uncertainty of our economic environment. It seems like few are happy with their situations. And all but a few point their fingers at the changing economy and vibrant competitive environment as the source of their dismay. Unfortunately, as long as our gaze is …
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Barbara Kellerman is a Fellow at the Harvard Kennedy School’s Center for Public Leadership. She was the Founding Executive Director of the Center, and a member of the Kennedy School faculty for over twenty years. Kellerman has held professorships at Fordham, Tufts, Fairleigh Dickinson, George Washington, Christopher Newport, and the Tuck School of …
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Almost all of the policies and procedures that dictate our day-to-day efforts are vestiges of years gone by. Unless we institute a discipline of regularly examining them, we’ll soon be rendered obsolete by the pace of change around us. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presented in …
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Dr. Susan R. Komives is Professor Emerita in the Student Affairs Graduate Program at the U. Maryland where she taught until 2012. She is past president of CAS and ACPA and was Vice President of two institutions. She is the co-author or co-editor of 16 books, including Exploring Leadership, Leadership for A Better World, Handbook for Student Leaders…
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Join me as I respond to a couple of questions from sales managers. One has to do with customer visits, and the other untouchable salespeople. Let's drill deeper into both of these issues, with some practical wisdom for situations that you may encounter. . Four Steps to Sharpen Your Sales Structure On Sales Systems Dave Kahle is a B2B sales expert, …
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The Right Honourable Beverley McLachlin, P.C., C.C., CStJ, served as Chief Justice of Canada from 2000 to mid-December 2017. In June 2018, she was made a Companion of the Order of Canada, the country’s highest accolade. She works in ADR as a bilingual arbitrator and mediator in Canada and internationally. During her 28 years on the Supreme Court of…
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Welcome to the StreetSmart Wisdom Podcast! In this episode, we dive into the world of stress management and mental well-being with Dr. Aditi Narukar as she discusses her upcoming book, "The 5 Resets." Through her conversation with the host, Dr. Narukar emphasizes the importance of daily walks, self-care, and self-compassion in managing stress and s…
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One can’t help but conclude that there has never been a generation of businesspeople who have had to deal with the pace of change moving as rapidly as our generation. It truly is unprecedented. The rapidly increasing pace of change is the single biggest threat to our businesses and our careers – and our personal lives – that we will face for the ba…
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Dr. Cynthia Cherrey is President and CEO of the International Leadership Association (ILA), a global community committed to increasing quality research, teaching, and leadership practices contributing to the world's common good. As president of a multi-sector and global professional association, she promotes rigor and relevance of leadership at the…
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Time management may be the biggest need in our frenzied culture. Yet, many people have a defective view of time management, limiting their effectiveness. In this podcast, we set that straight. Dave Kahle is a B2B sales guru and Christian business thought leader. He’s been in practice as an author/speaker/consultant for over 30 years and has authore…
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Maxime Fern and Michael Johnstone are life and working partners, based in Sydney and Canberra, Australia, where they started their consulting practice (Vantage Point Consulting) in 1988. They have worked as leadership consultants, facilitators, and coaches with clients in the public and private sectors, not-for-profits, and professional service fir…
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Welcome to the StreetSmart Wisdom Podcast, where inspiring thinkers and innovators help us navigate life's challenges with wisdom and insight. In this episode, host Steve Stein engages in a compelling conversation with mindfulness educator and counselor, Celia Landman. They explore the ancient practice of equanimity, its relevance in preventing bur…
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