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
Contenu fourni par Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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Ep. #13: From Medicine to Fee-Only Financial Planning - Cordi Powell, CFP®, EA
Manage episode 266779427 series 2639281
Contenu fourni par Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Helping clients with their financial lives is a lot like helping them see the picture on the outside of the jigsaw puzzle box when they’re only looking at the individual pieces. Our guest, Cordi Powell, CFP®, EA, trained as a medical doctor before deciding she had more important goals in life. The founder of Favored Financial Planning, Cordi helps her clients see the big picture so they can confidently make important decisions in their financial lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Cordi Powell, please visit www.FavoredFP.com.
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25 episodes
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Manage episode 266779427 series 2639281
Contenu fourni par Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Helping clients with their financial lives is a lot like helping them see the picture on the outside of the jigsaw puzzle box when they’re only looking at the individual pieces. Our guest, Cordi Powell, CFP®, EA, trained as a medical doctor before deciding she had more important goals in life. The founder of Favored Financial Planning, Cordi helps her clients see the big picture so they can confidently make important decisions in their financial lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Cordi Powell, please visit www.FavoredFP.com.
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25 episodes
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Similaire à Practical Wisdom from ACP Financial Advisors
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
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…
continue reading
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
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…
continue reading
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…
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…
continue reading
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…
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