About Practical Wisdom from ACP Financial Advisors
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.
Ep. #32: The Intentional Planning Practice – Jennifer Harper, MBA, CFP®
Most advisors can describe what their ideal financial planning practice would look like. But building that practice takes intention and a commitment to your vision. Our guest, Jennifer Harper, MBA, CFP®, founder of Bridge Financial Planning, serves on ACP's Training Committee, and has grown a thriving firm founded squarely on the fiduciary standard and a commitment to how she believes clients deserve to be served. Her practice continues to grow, even after moving to Portugal and serving clients remotely.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Jennifer Harper, please visit www.BridgeFinancialPlanning.com.
Each member of ACP brings their own distinctive background to their practice, blending different ingredients into a recipe that turns out to be exactly what a particular client niche is looking for. Our guest, Marjorie L. Rand, CPA, CFP®, RICP®, founder of Rand Financial Planning, serves on ACP's Finance Committee, and fashioned her practice from her own unique blend of extraordinary tax expertise, a specialty in retirement planning, and an unshakable commitment to the fiduciary standard. And also, dogs. Learn why dogs provide a key approach to the fiduciary standard.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Marge Rand, please visit https://RandFinancialPlanning.com.
20 Jan 2026
Ep. #30: Attracting Ideal Clients by Being Authentic and Outspoken - Zach Teutsch & Tim Caban
Most financial advisors would love to work with likeminded people with similar beliefs and worldviews to their own, but are wary of being too outspoken or transparent online so as to not alienate potential clients or lose business. Our guests, Zach Teutsch, Founder and Managing Partner of Values Added Financial, and Tim Caban, EA, CFP®, Founder and President of Copper Beech Advisors, have both built successful financial advisory practices by being open about their political beliefs and worldviews on social and digital media, attracting right-fit clients while discouraging those that are less compatible. In this episode exploring differing perspectives, guest hosted by Marie Swift of Impact Communications, we discuss how this strategy works in practice, how it can shape an advisor's client base, and what it means for trust and long-term relationships.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com. To learn more about Zach Teutsch, please visit www.ValuesAddedFinancial.com.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
9,936
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
7 ratings
Podcast Authority Score: 56 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
57
Social presence
0
YouTube
68
Engagement
68
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