PJ Wallin's guest appearances

PJ Wallin

XYPN Radio

Practical Wisdom from ACP Financial Advisors

Jake Kuebler

Michael Kitces

Bonnie Arnold

Anna Sergunina

Natalie Taylor

Eric Thomas

Michael Reynolds

Rob Brown

Mary Beth Storjohann

Farnoosh Torabi

Daniel Crosby

Dan Andrews

Cynthia Meyer

Michael Anderson

John McCarthy

OwlTail

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 more about the ACP, please visit www.ACPlanners.org. To learn more about PJ Wallin, please visit www.AtlasFG.com.Listen to the second episode in the “Greater Together" series, featuring Chris Wentzien, CFP®, CPA/PFS, discussing dual membership in AICPA and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode10Listen to the third episode in the “Greater Together" series, featuring Frankie Corrado, CFP®, RLP®, discussing dual membership in the Kinder Institute of Life Planning and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode12

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 more about the ACP, please visit <a href="http://www.ACPlanners.org" rel="nofollow" target="_blank">www.ACPlanners.org</a>. To learn more about PJ Wallin, please visit <a href="http://www.AtlasFG.com" rel="nofollow" target="_blank">www.AtlasFG.com</a>. Listen to the second episode in the “Greater Together" series, featuring Chris Wentzien, CFP®, CPA/PFS, discussing dual membership in AICPA and ACP: <a href="https://soundcloud.com/PracticalWisdomPodcast/Episode10" rel="nofollow" target="_blank">https://soundcloud.com/PracticalWisdomPodcast/Episode10</a> Listen to the third episode in the “Greater Together" series, featuring Frankie Corrado, CFP®, RLP®, discussing dual membership in the Kinder Institute of Life Planning and ACP: <a href="https://soundcloud.com/PracticalWisdomPodcast/Episode12" rel="nofollow" target="_blank">https://soundcloud.com/PracticalWisdomPodcast/Episode12</a>

Ep. #08: Greater Together: Dual Membership in XYPN & ACP - PJ Wallin, CPA/PFS, CFP®

Deciding on your fee structure can be a challenge depending on the type of firm you want to have and the clients you serve. PJ Wallin joins us on this episode and fills us in on his reasoning for using this method and gives some great insight on how to make it work and why it works so well for his clients. He also shares the ups and downs of his career and the process of building a successful and unique financial planning business. You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/129 

Deciding on your fee structure can be a challenge depending on the type of firm you want to have and the clients you serve. PJ Wallin joins us on this episode and fills us in on his reasoning for using this method and gives some great insight on how to make it work and why it works so well for his clients. He also shares the ups and downs of his career and the process of building a successful and unique financial planning business. You can find show notes and more information by clicking here:<a href="http://www.xyplanningnetwork.com/129" rel="noopener nofollow" target="_blank">http://www.xyplanningnetwork.com/129</a>

Ep #129: Basing Fees on Complexity - The Career of PJ Wallin