The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Treść dostarczona przez Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA
Manage episode 326084176 series 2639281
Treść dostarczona przez Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that financial advisors charge for their services these days that it's sometimes very confusing for consumers and hard to know which will serve them best. The same can be said for advisors themselves - which model is going to allow your business to thrive and serve clients to the fullest? Our guest, Jake Kuebler, CFP®, EA, Owner and Managing Partner of Bluestem Financial Advisors, explains the benefits of the retainer model and why it's often the best choice for advisors and their clients. Jake is the co-author (along with host Ken Robinson) of the whitepaper 'The Financial Planners' Retainer: A Reflection of Real Value' (https://www.acplanners.org/consumer/media/retainer-model). To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Jake Kuebler, please visit www.BluestemFA.com
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Manage episode 326084176 series 2639281
Treść dostarczona przez Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that financial advisors charge for their services these days that it's sometimes very confusing for consumers and hard to know which will serve them best. The same can be said for advisors themselves - which model is going to allow your business to thrive and serve clients to the fullest? Our guest, Jake Kuebler, CFP®, EA, Owner and Managing Partner of Bluestem Financial Advisors, explains the benefits of the retainer model and why it's often the best choice for advisors and their clients. Jake is the co-author (along with host Ken Robinson) of the whitepaper 'The Financial Planners' Retainer: A Reflection of Real Value' (https://www.acplanners.org/consumer/media/retainer-model). To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Jake Kuebler, please visit www.BluestemFA.com
…
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Podobny do Practical Wisdom from ACP Financial Advisors
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
…
continue reading
Each weekday, Marketplace’s Kai Ryssdal and Kimberly Adams make today make sense. Along with our supersmart listeners, we break down happenings in tech, the economy and culture. Every Tuesday we bring on a guest to dive deeper into one important topic. Because none of us is as smart as all of us.
…
continue reading
Player FM - aplikacja do podcastów
Przejdź do trybu offline z Player FM !
Przejdź do trybu offline z Player FM !
