ACP was mentioned by Mike Kitces on Kitces.com in his article "3 Essential Client Meeting Skills For Financial Advisors (And How To Develop Them!)"

Like

Alliance of Comprehensive Planners was listed in this Kitces.com article on “3 Essential Client Meeting Skills For Financial Advisors (And How To Develop Them!)” Kitces wrote: For advisors who want to go beyond the basic skills of holding a client meeting and who want to learn an entire system of financial planning and client communication, there are a number of holistic planning programs that cover the entire planning process. Three programs that exemplify this approach are The Alliance of Comprehensive Planners’ ACP Success Program, Money Quotient’s True Wealth Process, and the Kinder Institute’s EVOKE Life Planning Training Course.

0 comments

9 views

Blog Viewer