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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Ep. #11: When Financial Planning is Your Next Career - Bill Carlson, CFP®
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Manage episode 258758906 series 2639281
Content provided by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Many fiduciary planners began their careers in a different part of the financial world. But others come from careers in entirely different fields. Our guest, Bill Carlson, CFP®, Managing Partner and Co-Founder of Fog City Advisors, started his professional life as an airport administrator. Hear how he turned his attention to financial planning and a holistic, retainer-based practice. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bill Carlson, please visit www.FogCityAdvisors.com.
…
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25 episodes
MP3•Episode home
Manage episode 258758906 series 2639281
Content provided by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Many fiduciary planners began their careers in a different part of the financial world. But others come from careers in entirely different fields. Our guest, Bill Carlson, CFP®, Managing Partner and Co-Founder of Fog City Advisors, started his professional life as an airport administrator. Hear how he turned his attention to financial planning and a holistic, retainer-based practice. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bill Carlson, please visit www.FogCityAdvisors.com.
…
continue reading
25 episodes
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