Ep. #05: The Profitable Lifestyle Practice - Troy Von Haefen, 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.
The label lifestyle practice suggests that the advisor has greater-than-average freedom with their time, but at the cost of restricting their own professional revenue. Do you have to choose between limited business success and overcommitment of your time? Or is it really possible to have both a life that’s balanced and a practice that provides a solid living? Our guest, Troy Von Haefen, CFP®, explains how he maintains lifestyle he's chosen and achieves the compensation that a professional financial advisor is worth. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Troy Von Haefen, please visit www.VHFinancialManagement.com.

20 episodes