Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP®

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By Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
What makes an exemplary financial planning business? How do you provide unbiased fiduciary advice and excellent client service while growing your client base, advancing the industry, and giving back to your community? Hear Kristen Moosmiller, EA, CFP®, founder and managing partner of NorthAvenue Financial Advocates, describe the journey that's led her and her business partner to the kind of financial planning practice that many professionals wish they had. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Kristen Moosmiller, please visit www.NorthAvenueFA.com.

21 episodes