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American Corporate Partners is the industry leader for free veteran and military spouse mentorship for meaningful employment. Hear from Senior Vice President and Chief of Staff Richard Comitz and Senior Vice President Jana Toner as they meet with employers, veterans, military spouses, and those in the ACP community to hear their stories. Our aim is to spread opportunity to all those who serve and support our country.
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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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show series
 
ACP was joined by Bloomberg Industry Group for a LinkedIn Live event. Bloomberg Industry Group, an affiliate of Bloomberg L.P., was originally founded in 1929 as The Bureau of National Affairs (BNA) to provide legal, tax, and regulatory stakeholders with proprietary news, headnoted court decisions, and industry best practices. Today, Bloomberg Indu…
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ACP hosted an engaging webinar featuring Senior Vice President, Jana Toner, Tabitha Donnell, ACP Communications Manager and Air Force Veteran, and guest panelist, Leah Sicat, ASML Global Head of Employee Impact and Army Veteran. The discussion revolved around the art of developing a strong personal career brand. The session included insights on eff…
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ACP was joined by Talent War Group for a discussion panel on the importance of effectively planning military transitions. Talent War Group is a leadership development and executive search firm focused on helping their clients optimize the people side of their businesses. The panel featured Managing Partner, President & COO of Talent War Group, Karl…
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ACP was joined by Vanguard for an inside look at the company's culture and hiring strategies, navigating the corporate environment after the military, and why Vanguard is an excellent choice for Veterans transitioning from their military careers. Vanguard is the largest provider of mutual funds and the second-largest provider of exchange-traded fun…
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ACP was joined by The Red Hat team for an inside look at how to become a competitive candidate. Red Hat is the world’s leading provider of enterprise open-source solutions, using a community-powered approach to deliver high-performing Linux, hybrid cloud, edge, and Kubernetes technologies. Red Hat continues to be a catalyst in open-source communiti…
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Welcome to another episode of the Veterans Career Compass, ACP and Nouryon came together to provide an inside look at the importance of relationship-building in mentorship. Nouryon is a global specialty chemicals leader with operations in more than 80 countries. Markets and consumers worldwide rely on the company’s essential solutions to manufactur…
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Welcome to another episode of the Veterans Career Compass, where we go over some of the obstacles and experiences of transitioning out of the military. Also, some of the personal challenges our fellow service members may face in the process of transitioning back into the civilian world. Tune in to learn even more! ACP Website: https://www.acp-usa.o…
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Welcome to another episode of The Veterans Career Compass, where we bring you a behind-the-scenes glimpse of what it is like to work for the US Department of Veteran Affairs. Join us as we take a deep dive into some of the things you may go through in applying for work with the US Department of Veteran Affairs and how to navigate in that career pat…
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Welcome to another episode of The Veterans Career Compass, where we bring you an exclusive behind-the-scenes glimpse into the heartwarming synergy of veteran mentorship and corporate generosity. Join us with Nucor and Sensata, as we get into the details of underemployment. Tune in to learn even more! ACP Website: https://www.acp-usa.org/ Mentor App…
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In today's episode of The Veterans Career Compass, ACP's Josh Kim met with a team of experienced professionals from Moodys to discuss opportunities at the company, how to succeed within the company, and talked about their own journeys with Moody's. They have multiple speakers from different departments ranging from their cyber technology department…
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In this captivating episode, join us as we dive into the fascinating history of the Veteran and Military Spouse Mentorship Program. Hosted by Senior Vice President Rich Comitz, this episode features an insightful interview with the program's visionary founder, Sid Goodfriend. Step back in time as Sid takes us on a journey through the program's humb…
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Welcome to another episode of The Veterans Career Compass, where we bring you an exclusive behind-the-scenes glimpse into the heartwarming synergy of veteran mentorship and corporate generosity. Join us as we delve into a recent virtual symposium on Zoom, orchestrated by our veteran mentorship program in collaboration with our dedicated corporate p…
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In today's episode of The Veterans Career Compass, ACP's Richard Comitz met with Steve Young from Boston Scientific. Steve is a former US Army service member and current Director of Operations who has a great perspective on succeeding at Boston Scientific. Steve discusses what makes Boston Scientific stand out in the corporate world outside of just…
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In today's episode of The Veterans Career Compass, SVP Richard Comitz met with Tiffany Daugherty, former US Army service member and current Human Resources Leader for Military Pathways at Johnson & Johnson. Tiffany discusses what makes Johnson & Johnson stand out in the corporate world and why they are widely considered to be a top 10 organization …
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In today's episode of The Veterans Career Compass, Richard Comitz and three of his esteemed colleagues from ACP itself give an inside look at our nonprofit! Rich is joined today by Molly Fortunoff, VP of Programs, Natalie Johnson, Program Manager and Team Lead, and Jori Cook, US Army Reservist, current protege and ACP Operations Associate working o…
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In today's episode of The Veterans Career Compass, SVP Jana Toner and three experienced professionals from Nucor discuss what makes Nucor stand out in the corporate world. They discuss opportunities at the company, the culture of Nucor, what makes a great employee, and they dive into how Nucor supports its staff. They also talk about the focus that…
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Recorded on location at ACP's Annual Conference held September 2022 in Minneapolis, Minnesota, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips, tools, and words of wisdom when it comes to running and managing an independent advisory firm. Ten members are featured he…
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In today's episode of The Veterans Career Compass, Richard Comitz and two experienced professionals from Morgan Stanley, one former service and one hiring manager, discuss opportunities at the company. They bring up the culture of Morgan Stanley, discuss the intangibles that make a great employer, and talk about how Morgan Stanley supports its staf…
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In today's episode of The Veterans Career Compass, Richard Comitz and two experienced professionals from The Home Depot discuss opportunities at the company, the focus that they have on hiring those from the military community, and talked about their own journeys to success. They give a detailed depiction of how to succeed in a corporate role, and …
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In today's episode of The Veterans Career Compass, Jana Toner and employees at Lockheed Martin discuss many aspects of Lockheed Martin's opportunities. They discussed company culture, paths to success at LM, and much more. They break down the various sections of the company, how they are working with the military community, and discuss their plans …
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Thank you for tuning in to our conversation between ACP Senior Vice President Richard Comitz and MLB executives from across the organization as they discussed finding success in your career after the military. ACP Website: https://www.acp-usa.org/ Mentor Application Link: https://www.acp-usa.org/mentor Veteran Link: https://www.acp-usa.org/mentorin…
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As our financial planning practices grow, we sometimes find ourselves stuck on plateaus, facing problems that can’t be solved by working harder. How do we make progress when the tools we’ve used up til now won’t get us to our next professional goal? The Entrepreneurial Operating System (EOS) could provide the answer. Our guests, Al Davis, CFP®, EA,…
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One of the challenges of fiduciary financial planning is how to best communicate with clients. You'd like your clients to tell you more about their financial lives, but they might be afraid of wasting your time if they think of you as just a professional specialist. You also want them to understand your own confidence and professional advice, but w…
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AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that financial advisors charge for their services these days that it's sometimes very confusing for consumers and hard to know which will serve them best. The same can be said for advisors themselves - which model is going to allow your business to thrive and ser…
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Recorded on location at ACP's Annual Conference held October 2021 in Atlanta, Georgia, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to discuss a challenge faced during the pandemic and how they successfully moved through and resolved the issue, or the top lesson they learned for running a…
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Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? Join our guest, Timothy Caban, EA, CFP®, Founder of Copper Beech Advisors, as he tells us why he started out not wanting to provide tax planning, but now relishes it as one indispensable part of his firm and the value he provides for his clients.To learn more abo…
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A career as a fee-only planner may begin with a job in an existing practice. What’s it like as the planner's role evolves from entry-level to owner? Join us and our guest Alicia Klein, CFP®, EA, Senior Planner and Partner at Cambridge Financial Group, as she takes us on her journey from her first steps in the profession to becoming the second of th…
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There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, des…
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Many fee-only planners build their own practices from scratch, or with client relationships developed at a prior employer. But what's it like to buy an established practice from someone else? Join us as Irfan Bhabhrawala, CFP®, Owner of Arbor Financial in Ann Arbor, Michigan, describes his experience seeking a firm to advise a family member. In tim…
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Staffing and succession are significant challenges for small financial planning firms. Should an owner bring their adult child into the business, or does it make things even tougher? Join ACP Board Past President Lois Basil, CFP®, founder of Basil Financial Group, and Hannah Basil Bryant, CFP®, as they explain the process and unique challenges of w…
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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 …
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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 …
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This episode is the third in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Registered Life Planner® Frankie Corrado, CFP®, Principal and Managing Director at Robertson Stephens in Holmdel, NJ, talks about his experience being a member of the Kinder Institute of Life …
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Many fiduciary planners began their careers in a different part of the financial world. But others come from careers in entirely different fields. Our guest, Bill Carlson, CFP®, Managing Partner and Co-Founder of Fog City Advisors, started his professional life as an airport administrator. Hear how he turned his attention to financial planning and …
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This episode is the second in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Chris Wentzien, CFP®, CPA/PFS, Founder of Natural Bridges Financial Advisors in Santa Cruz, California, talks about his experience being a member of the American Institute of CPAs as well as …
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Recorded on location at ACP's Annual Conference held November 2019 in San Diego, California, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips and words of wisdom. Eleven members are featured here, offering thoughts on fiduciary planning, firm succession, fees, busine…
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This episode is the first in a series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. PJ Wallin, CPA/PFS, CFP®, Founder of Atlas Financial in Richmond, Virginia, talks about his experience as a founding member of the XY Planning Network and why he then joined ACP in 2016.To learn…
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Most of the financial planning industry is so focused on Assets Under Management, those words describe both the size of a firm and how much clients pay for advice. With the AUM model being so prevalent, why would you switch to a different way to charge—and, more importantly, a different way to practice? Our guest, Steve Swicegood, CFP®, shares his …
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Income tax is about far more than return preparation. Can you transform this annual filing chore into something else, helping your clients understand how their decisions throughout the year save them (or cost them) thousands of dollars? Our guest, Jonathan M. Heller, CFA, CFP®, EA, explains how tax planning integrates with the holistic financial pl…
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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 so…
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For decades, financial advisors have heard that the future of the profession is in fee compensation. But the transition from commissions to fees is still a daunting challenge for many. Our guest, Meredith Briggs, CFP®, shares her journey: from selling products in the name of financial advice, to her ideal quality of life as a partner in a fiduciary…
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Sometimes it seems financial plans are focused more on products or investment theory instead of how clients live their real lives. Adding more value for the client, by using a process that focuses on what makes a real difference to them, starts with looking at how they actually experience their money day by day. And this point of view compels us to…
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Financial Planning is about more than investments. Other subjects like taxes, insurance, and estate planning are also crucial to a household's financial future. But with guidance on each of these subjects coming from different professionals, each with their own agenda, how can a consumer follow a consistent, coordinated plan? Our guest, Kelly Adams…
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If you're a tax practitioner, you've probably thought about expanding your business to include financial planning. But how do you actually do that, and what should you expect the process to be like? Our guest, Bridget Sullivan Mermel, CFP®, CPA of Sullivan Mermel, Inc., shares her experiences making just this transition: from tax practitioner to fi…
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In this special podcast from New York Comic-Con in October, Coleen chats with New York Times best-selling author Sherrilyn Kenyon. Sherrilyn has penned such series as Dark Hunters, Chronicles of Nick, and Lords of Avalon to name a few. You also hear from Sherrilyn's son, who learns a surprising fact regarding his mother's work. Enjoy!…
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