))
Un espacio educativo con información y datos sobre Prevención, Seguridad y Emergencias. Producido por Luis Assardo.
…
continue reading
This is the The Amazon Connect Podcast - the show that focuses on Amazon Connect and related technologies. Find out more about CloudInteract at cloudinteract.io. On ACP our experts meet once every 2 weeks to discuss the latest news and deep dive into topics such as CRM integration, AI, Scheduling & Forecasting, Training & Development and lots more. If you're a contact centre supervisor, a service owner, and IT Admin or an AWS Developer there's something for you here. Increase your knowledge ...
…
continue reading
ACPN presents to you a showcase of short-form podcasts, specials, and a whole lot more!
…
continue reading
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 Operations Associate Scott Cammisa 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.
…
continue reading
A place where the students from Assumption Catholic Primary School share their writing with the world!
…
continue reading
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.
…
continue reading
In this episode of ACP we delve into the world of PCI compliance with our guest, Dimitri Muntean, managing director at Sequence Shift. Dimitri brings his extensive knowledge in PCI compliance and telephony to discuss the challenges and solutions for businesses using Amazon Connect. The episode explores how Dimitri's company, Sequence Shift, special…
…
continue reading
In this special episode of ACP, we explore the latest announcements from Enterprise Connect as they relate to Amazon Connect. Discussing features that were just announced, this episode is a real-time analysis, less polished but filled with genuine reactions to the breaking news. Key highlights include: Third-Party App Support for the Agent Workspac…
…
continue reading
In this podcast episode, Tom Morgan and Alex Baker discuss how to set up and manage an Amazon Connect Contact Centre. They highlight the importance of planning before starting the deployment process and determining how exactly you want to use Amazon Connect. Alex states the importance of understanding the technical side of things and emphasizing th…
…
continue reading
On March 7th, ACP's very own Scott Cammisa and CEO of Advocate to Win Heather Hansen connected to speak about ways veterans can advocate for themselves. In this episode, Heather shares her invaluable insights on navigating the professional landscape with her 3 E's - Energy, Evidence, and Empathy. Discover how to harness these principles to propel y…
…
continue reading
In this episode we are joined by John Ing, Independent Cloud Contact Centre Consultant. John is an entrepreneurial and forward thinking technology leader with over 40 years experience in the industry who was an early adopter of Amazon Connect . He led the first UK Bank onto Amazon Connect 5 years ago and has since helped a number of other organisat…
…
continue reading
In this episode Tom & Alex were joined by Bentley Paton - Platform Engineer at CloudInteract - to discuss some of the newest innovations in the Amazon Connect communications widget. We first discuss the existing chat widget capabilities that Connect has had for some time before moving to talk about the addition of audio and video. We spent some tim…
…
continue reading
A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financi…
…
continue reading
In this week's episode, we discuss CRM integration, starting with what that actually means and why you might need or want it. We talk about the CRM that's built right into Amazon Connect with Customer Profiles and Connect Cases. For lots of people (especially if you don't already have a CRM in place) this could be a GREAT solution as there's really…
…
continue reading
On January 16th, ACP and Moody’s connected for an inside look at how to tap into the tech world through their company. Moody’s is a worldwide risk assessment company that helps organizations make informed decisions. Their data, analytical tools and insights assist decision-makers in spotting opportunities and navigating business risks. Moody’s, wit…
…
continue reading
Welcome to the first episode of the CloudInteract Connect Podcast! In this episode we introduce ourselves and cover the basics of Amazon Connect: its capabilities and features. We discuss who Amazon Connect is for, how to get it and pay for it, and the pitfalls of "just turning it on". Alex has a great example of a customer that saw significant sav…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
1
Episode Fourteen - ACP Presents Overcoming Challenges On The Journey To Meaningful Employment
40:21
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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 …
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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,…
…
continue reading
Episode 3 of Watch Official.
…
continue reading
Episode 2 of Watch Official
…
continue reading
Our first episode of Watch Official. This series will talk about what is happening around Assumption and world.
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
1
Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP®
27:49
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…
…
continue reading
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…
…
continue reading
1
Ep. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP®
36:03
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…
…
continue reading
1
Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP®
32:40
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 …
…
continue reading
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 …
…
continue reading
1
Ep. #12: Greater Together: Dual Membership in Kinder Life Planning & ACP - Frankie Corrado, CFP® RLP
29:00
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 …
…
continue reading
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 …
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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…
…
continue reading
