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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Hello my name is Tim LeBon. I'm author of two books, Wise Therapy and Achieve Your Potential with Positive Psychology Welcome to the Practical Wisdom for Busy People Podcast. I’m passionate about teaching the wisest ideas philosophy and psychology have to offer to help us to live well. I hope this short podcast brings you practical wisdom today.
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Welcome to the Heart Space podcast - sharing simple, practical wisdom teachings for modern times. We discuss various wisdom teachings - with a focus on Buddhism (although not exclusively) - and how we can relate them to our everyday, modern lives. We'll also explore a host of nature based connection and meditation practices. Host, Nicola Fanucchi, is an avid meditation and mindfulness practitioner and incorporates nature in her approach. If you enjoy the podcast, please rate and subscribe. P ...
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Host Steve Stein interviews various best-selling authors, experts, and thought leaders in the self-help community and helps bring their messages down to 'street level' to make these vital concepts accessible to every day people. In this day of digital overload, it’s hard to string together even two moments of mindfulness. Each week, join Steve Stein, a long time member of the personal development community, as he interviews best-selling authors for practical ideas and concepts on mindful liv ...
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This is my answer to a question submitted by a sales manager: How many sales calls should a salesperson make? The answer may surprise you. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presented in 47 states and 11 countries and worked with over 500 sales organizations. In these ten-minute podc…
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Since 2005, Amy Elizabeth Fox has served as one of the founders and Chief Executive Officer of Mobius Executive Leadership, a global transformational leadership firm. For the last twenty years, she has been a leadership and culture change advisor to eminent professional services firms and Fortune 500 companies and facilitated immersive executive de…
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Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tip…
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Probably the most common sales process in the B2B world is ‘creating a client”. That’s my terminology for influencing a customer to buy routinely and repeatedly from you. Every organization and every salesperson can do it better. Here’s some insights on how to. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has author…
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Dr. Jonathan W. White is professor of American Studies at Christopher Newport University. He is the author or editor of 17 books covering various topics, including civil liberties during the Civil War, the USS Monitor and the Battle of Hampton Roads, the presidential election of 1864, and what Abraham Lincoln and soldiers dreamt about. Among his aw…
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The decision about who to hire for a sales position is one of the riskiest and potentially costly decisions a sales manager will make. Over my 30 years as a sales consultant, I’ve learned some lessons. Here are some of the best practices to help you make it better. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has au…
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Nadia Taranczewski holds a Master of Psychology, Master Certified Coach, executive coach, keynote speaker, and author of Conscious You: Become the Hero of Your Own Story. She has worked as a coach and organizational developer since 2001. Her company, ConsciousU, makes culture change scalable through its blended learning online-based coaching progra…
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Most conversations about improving a sales team’s productivity center around the salespeople. At the same time, it is just as effective to refine your sales system’s structure. In my 30 years of sales consulting, I’ve found that the quickest way to improved sales is through refining the structure. Join with me to unpack this idea. Dave Kahle is a B…
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Dr. Barbara Kellerman is a Fellow at the Harvard Kennedy School’s Center for Public Leadership. She was the Founding Executive Director of the Center, and a member of the Kennedy School faculty for over twenty years. Kellerman has held professorships at Fordham, Tufts, Fairleigh Dickinson, George Washington, Christopher Newport, and the Tuck School…
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For 30 years I’ve been training B2B sales forces to sell better. I ‘ve learned some things. This is one of the 25 most important lessons’ I’ve learned – that you can choose your thoughts, and thus control your attitudes, your behavior and your destiny. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 boo…
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Dr. Alis Anagnostakis is a group facilitator, coach, and adult development researcher walking the fine line between the study and the practice of leadership development and human transformation. Over the past 15 years, her work has focused on designing and implementing learning journeys that help foster leaders’ maturity and practical wisdom. She i…
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It seems that almost everyone wants to jump to a conclusion based on a 20-second sound bite solution, instead of taking the more time-consuming but more accurate process-oriented path. The consequences are huge, and most people have never considered them. That’s one of the 25 most important lessons I’ve learned. Dave Kahle is a B2B sales expert, an…
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Dr. Nadir Zafar is a Singaporean national who holds several leadership roles.He is the Director of the Singapore Leaders Network (SGLN), where he leads a national movement to prepare Singaporeans for global leadership roles. SGLN is funded by the Singapore Economic Development Board (EDB) and managed by the Human Capital Leadership Institute (HCLI)…
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In this podcast, I respond to this question: My new sales manager is having a difficult time getting our experienced sales force to execute a number of the changes we have implemented in the past year. Any suggestions? Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presented in 47 states and 11 …
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Dr. Keith Grint has been Professor Emeritus at Warwick University since 2018. He spent 10 years working in various positions across a number of industry sectors before switching to an academic career. His first undergraduate degree (Sociology) was from the Open University in 1981, and his second (Politics) from the University of York in 1982. He re…
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How often have you gained a good idea, decided to implement it, but failed to put it into action? Our inability to convert ideas into action is a universal part of human nature. But if you could, you’d supercharge your personal and professional growth, become more confident and competent, and be more successful and fulfilled. Let’s dig into this is…
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Dr. Angelica Larios, PMP is a business and project manager with more than 20 years of experience in implementing software projects related to business intelligence, planning, and consolidation of financial solutions based in software applications to support the business decision process. She is the founder and CEO of ALACONTEC, an IT consulting com…
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In this session, I respond to these two questions: 1. Q. Dave, I’m a sales manager, and I’m increasingly losing my patience with salespeople who constantly whine and complain. Any thoughts on how to handle the chronic whiners? 2. How do you deal with potential sales people who think they are ‘entitled’? Dave Kahle is a B2B sales expert, and a Chris…
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Dr. Laura Empson is Professor in the Management of Professional Service Firms at Bayes Business School, University of London, and holds Research Fellowships at both Harvard Law School and the University of Cambridge. She has dedicated 30 years to researching professionals, professionals, and the professions, and is a globally recognised expert in t…
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Welcome to another enlightening episode of the StreetSmart Wisdom Podcast. In today's session, we have the privilege of hosting a riveting discussion with esteemed guests Sherry Turkle and Jon Kabat-Zinn. As we delve into the complexities of our increasingly digital world, Sherry and Jon explore the profound impact of digital technology on human em…
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: “I’m spending more and more time dealing with information. It’s squeezing out my selling time.” Welcome to the information age. You are not unique. This problem of information inundation is a relatively new but almost universal threat to your livelihood. Four or five years ago, sales professionals were not too concerned with it. Today, it can mak…
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Dr. Kathy Allen specializes in leadership coaching and organizational change in non-profit organizations, foundations, small to mid-sized businesses, community development, higher educational institutions, and collaborative networks. Dr. Allen has written and presented widely on topics of leadership, human development, and organizational developmen…
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The world is changing more rapidly today than at any time in human history. Unfortunately, these forces of rapid change have brought a cloud of confusion to CEOs and sales executives trying to grow their businesses. One of the most common sales and marketing mistakes is a set of actions I call “popcorn.” Consider it with me. Dave Kahle is a B2B sal…
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Dr. Steve Kempster is an Emeritus Professor of Leadership Learning and Development at Lancaster University Management School and is an Associate Partner of the Regenerative Alliance. He has published broadly on leadership learning, leadership of purpose, and responsible leadership with five books and many articles and chapters. Steve leads the Good…
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Why are most people not as successful as they could be? Their greatest obstacles reside inside themselves. They continue to look outside of themselves instead of working on internal issues. Unpack this with me. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presented in 47 states and 11 countrie…
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Dr. Les Sylven has been a police officer in Canada for over 30 years, serving with three different police organizations in a wide variety of roles, from a Royal Canadian Mounted Police officer in a rural community to a municipal Police Chief. During his policing career, he was actively involved in numerous public safety initiatives for which he was…
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There is something about adversity that has the power to linger forever in our memories, shaping our character and molding our behavior for the rest of our life. We can use it to grow and become better people, if we let it. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, presented in 47 states an…
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Brian Fishel has more than 30+ years of strategic Human Resources and business experience across multiple industries. He has successfully provided thought leadership and advice to CEOs and C-Suite executives on various strategic business decisions and human capital matters. Brian has extensive experience leading numerous CEO and C-suite successions…
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I call it FIP. Fine in the Past. It refers to all the sales and marketing efforts, ideas, policies, principles, techniques, and strategies that worked well in the past, but are no longer effective. The past is everything that’s pre-2018. I still recall a poignant moment with an attendee at one of my seminars. During the break he came up to me and s…
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Dr. Marianne Roux has 30 years of global experience as an HR Executive, Future of Work Strategist, and Professor of Leadership. She holds a Master's degree in HR and Organisational Psychology and is completing her Ph.D. in Leadership in the Future of Work context. She runs Roux Consulting, a global niche consulting firm based in Dublin, Ireland, an…
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oin us on a transformative journey with the revered spiritual leader Kamlesh D. Patel, affectionately known as Daaji, in this enlightening episode of the StreetSmart Wisdom Podcast. Host Steve Stein dives deep into the essence of Heartfulness meditation, spiritual evolution, and the mystique of chakras alongside Daaji’s vast experience and insights…
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Recently, one of my clients recommended that I compile a series of posts on the most important lessons I’ve learned over my 30-year career as a consultant working with over 500 different organizations. This is one of them: Most people would rather believe a comfortable lie than accept an uncomfortable truth. Dave Kahle is a B2B sales expert, and a …
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Eric Svaren coaches executives, as well as senior and emerging leaders, in business, tech, health care, research, higher education, government, associations, and NGOs. He is also an organization development (OD) consultant, serving local, national, and international clients. He teaches Leadership in Action for the Daniel J. Evans School of Public P…
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Welcome back to another insightful episode of the StreetSmart Wisdom Podcast, I'm your host, Steve Stein. Today's episode features a special guest, Catherine Hallissey, a psychologist from Ireland specializing in turning clinical research into practical parenting wisdom. In a world that often stresses us with negativity and challenges, Catherine sh…
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In B2B sales, you always do better narrowing your focus than expanding it. Defy conventional wisdom and your own instincts and drill down into this – one of the 30 most important lessons I’ve learned in 30+ years of sales training and consulting. Dave Kahle is a B2B sales expert, and a Christian Business thought leader. He has authored 13 books, pr…
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Amiel Handelsman is a seasoned executive coach with 20+ years of experience helping leaders and teams navigate complexity. His clients have included college presidents, C-level business executives, and teams at every level. He is passionate about climate solutions and specializes in helping people deliver what they promise and build highly engaged …
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The pace of change has increased, the growth in complexity has multiplied, and information has proliferated at an unprecedented pace. We are in extraordinary times. We often find ourselves overwhelmed, distracted and insecure. And unprecedented times call for unique and disciplined approaches if we are to survive and thrive. The only sure way to de…
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Celina Caesar-Chavannes is a business consultant, coach and international speaker, who currently serves part-time as the Sr. Advisor, EDI Initiatives and Adjunct Lecturer at Queen’s University. Her memoir, Can You Hear Me Now? was published in 2021. Her leadership development app, MaximizingU, is available on Google Play and the App Store. Celina w…
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Imagine what your company would be like if you had a group of sales masters. Your customers would be committed to you. Your market share would constantly grow. Your suppliers would be lining up at the door to get you on their side and to offer you special deals. Only the wildest dreamers could think of the things you would be able to do with your b…
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Roy Tuscany is originally from Waterbury, VT, and after graduating from the University of Vermont with a Mechanical Engineering degree, he headed west to pursue the dream of being a professional free-skier. In 2006, Roy suffered a life-changing injury that left him paralyzed from the waist down and was the catalyst for the creation of High Fives. R…
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Welcome to another thought-provoking episode of the StreetSmart Wisdom Podcast. I'm your host, Steve Stein, and today we're diving deep into the soul-stirring realms of mythology and psychology. Joining us are two remarkable minds: poet, writer, and maverick of the mythopoetic men's movement, Robert Bly, along with the profound thinker and self-exp…
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The world is changing around us at a pace that is unprecedented in human history, and unless we change ourselves and our organizations at least as rapidly as the world we inhabit, we will fall behind. The implications are staggering. In this post, I share another of the 25 most important lessons I’ve learned over my 30-year career. Dave Kahle is a …
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George A. Papandreou is the former Prime Minister of Greece (2009-2011) and is currently a Member of Parliament with the Panhellenic Socialist Movement/Movement of Change. As an MP, he represents the Hellenic Parliament in the Parliamentary Assembly of the Council of Europe and has led over the years the work of several Committees in producing reco…
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Welcome to another insightful episode of the StreetSmart Wisdom Podcast, where we delve into the depths of the human psyche and explore the potent intertwining of creativity and self-discovery. Today's episode, "Harnessing the Shadow for Creativity and Growth," welcomes two remarkable voices to the conversation. Our host, Steve Stein, founder of Be…
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Why is it so difficult to change our behavior? Why are managers and leaders frustrated in trying to help people do better and sell better? The stealth cause is an aspect of human nature that is rarely acknowledged and even more rarely overcome. Join me in drilling deeper into the issue and offering some solutions. Dave Kahle is a B2B sales expert, …
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