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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Контент предоставлен Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Ep. #10: Greater Together: Dual Membership in AICPA & ACP - Chris Wentzien, CFP®, CPA/PFS
Manage episode 256489057 series 2639281
Контент предоставлен Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
This episode is the second in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Chris Wentzien, CFP®, CPA/PFS, Founder of Natural Bridges Financial Advisors in Santa Cruz, California, talks about his experience being a member of the American Institute of CPAs as well as the Alliance of Comprehensive Planners. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chris Wentzien, please visit www.NaturalBridgesFA.com. Listen to the first episode in the “Greater Together" series, featuring PJ Wallin, CPA/PFS, CFP®, discussing dual membership in XYPN and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode08 Listen to the third episode in the “Greater Together" series, featuring Frankie Corrado, CFP®, RLP®, discussing dual membership in the Kinder Institute of Life Planning and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode12
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Manage episode 256489057 series 2639281
Контент предоставлен Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
This episode is the second in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Chris Wentzien, CFP®, CPA/PFS, Founder of Natural Bridges Financial Advisors in Santa Cruz, California, talks about his experience being a member of the American Institute of CPAs as well as the Alliance of Comprehensive Planners. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chris Wentzien, please visit www.NaturalBridgesFA.com. Listen to the first episode in the “Greater Together" series, featuring PJ Wallin, CPA/PFS, CFP®, discussing dual membership in XYPN and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode08 Listen to the third episode in the “Greater Together" series, featuring Frankie Corrado, CFP®, RLP®, discussing dual membership in the Kinder Institute of Life Planning and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode12
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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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