Podcasts by Youre a Financial Planner, Now What?
Exploring the world of Financial Planning. Accelerating your career.
Further podcasts by Financial Planning Association
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The Fast-Track to Partnership from 2021-12-30T05:00
Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage th...
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Financial Planning for Streamers from 2021-12-28T05:00
Galen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances, a fin...
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Get Ready to Be Uncomfortable: Mastering the Growth Mindset from 2021-12-21T05:00
Stephanie Bogan is a high-performance business coach at Limitless Advisor Coaching, where she helps advisors, leaders, and founders align their career with their ideal lifestyle. She spoke with ...
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Crypto and Blockchain in the Profession from 2021-12-14T05:00
Scott McKenna is the Vice President of Osprey Funds, a digital asset investment firm that offers ...
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Serving Younger Clientele with Project-Based Planning from 2021-12-07T05:00
Justin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning, a firm ...
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5 Tools to Break Down Behavioral Blocks from 2021-11-30T05:00
Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and...
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Flexing Your CFP®: Roles in Fintech and RIA Development from 2021-11-23T05:00
Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Li...
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Understanding Your Strengths in a Changing Investment Landscape from 2021-11-16T05:00
Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss hi...
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Changing Communities Through Financial Planning&Entrepreneurship from 2021-11-09T05:00
Tremaine Wills is the Chief Operating Officer of Mind Over Money, an RIA firm. Tremaine and Hannah Moore, CFP®, discuss how she discovered financial planning, the challenges of being an entrepre...
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You Don’t Have to Compromise Who You Are from 2021-11-02T05:00
Mariana Llamas, AIF®, is an associate planner at Xena Financial Planning, where she helps young professionals manage their money and life on their own terms. With Hannah Moore, CFP®, she talks a...
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Becoming a Trusted Resource in Medicare Planning from 2021-10-26T05:00
Today’s guest is Barry Streit, CLU, ChFC®, senior vice president at United Healthcare. Barry focuses on the practical information that financial planners need today in order to serve clients who...
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Challenging Assumptions&Researching Answers from 2021-10-19T05:00
In today’s episode Dr. Michael Kothakota joins Hannah Moore to discuss Michael’s previous military career and background that led him to become a planner. Once working with clients, Michael’s cu...
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How to Thrive in a Mid-Career Transition from 2021-10-12T05:00
Danika Waddell, CFP®, RLP®, CSLP®, is a career-changer who went from accounting to founding her own firm. She sat down with Hannah Moore, CFP®, to talk about how you can start the journey, what ...
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Three Reasons Why You Should Embrace Philanthropic Solutions from 2021-10-05T05:00
Ed Rodbro, CAP®, is the senior advisor in charge of charitable estate planning at the American Heart Association. He helps wealth advisors, estate planning attorneys, and other financial profess...
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Forty Years of Perspective on the Profession from 2021-09-28T05:00
Mike Harris, MPASSM, CFP®, CRPC®, is the chair of retirement studies and a professor at the College for Financial Planning. He’s been in the profession for over forty years and has watched it ev...
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Support Roles, Broker-Dealers, and Other Opportunities to Love Your Career from 2021-09-21T05:00
Jasen Wallace, CFP® is a financial planner at Weinheimer Wealth Management and the Career Development Director for the FPA chapter in Austin. He sat down with Hannah Moore, CFP®, to talk about h...
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Empathy, Education, and Automation for the Win from 2021-09-14T05:00
Spenser Liszt, CFP®, is a financial planner at Paradigm Advisors. These days, he helps young families make informed decisions about their money. His journey to this work wasn’t linear, as you’ll...
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Bridging the Gap: Partnering Effectively with Your Client’s Tax Planner from 2021-09-07T05:00
Steven Jarvis, CPA, is the co-founder, CEO, and head CPA at Retirement Tax Services. He also hosts their podcast, where he aims to bridge the gap between tax professionals and financial planners...
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Leveling Up in Behavioral Finance: 3 Strategies from a Clinical Psychologist from 2021-08-31T05:00
Joy Lere, Psy.D., is a clinical psychologist and a co-founder of Shaping Wealth, a learning platform that helps advising professionals and corporate organizations navigate the emotional work req...
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Engineering Serendipity with Mentorship in Small Firms from 2021-08-24T05:00
CJ Miller, CFP®, RMA®, is a financial planner at Sensible Money LLC and a board member of the Greater Phoenix chapter of the FPA. He sat down with Matt Fizell, CFP®, to talk about how he found a...
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Bet on Yourself: Build a Brand, Own Your Career from 2021-08-17T05:00
Thomas Kopelman is the founder of The Long Game blog and podcast, and a financial advisor at RLS Wealth. Named one of Business Insider’s Top 23 Financial Advisors for Millennials in 2020, he spe...
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Helping People Go from Broke to Awesome as a Financial Coach from 2021-08-10T05:00
Garrett Philbin AFC®, CMC® is the founder of Be Awesome, Not Broke. He provides financial coaching, which is a distinct service from traditional advising that focuses on helping people get out o...
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Pro Bono Planning Matters: A Firsthand Account from 2021-08-03T05:00
The Foundation for Financial Planning has been expanding access to pro bono planning for over 25 years, helping people in need benefit from quality financial advice. Through their Pro ...
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Countdown to Disruption: Preparing for the Blockchain World from 2021-07-27T05:00
Ric Edelman is the co-founder of Edelman Financial Engines, the host of Ric Edelman Radio, and co-founder of the Digital Assets Council of Financial Professionals. He sat down with Hannah Moore,...
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Serving a Special Niche in Special Needs from 2021-07-20T05:00
Matthew Ricks, MBA, CFP®, is the founder of Haystack Financial Planning, a firm that serves people with disabilities and special needs. Matthew spoke with Matt Fizell, CFP®, about how he took co...
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Being an Awesome Manager from 2021-07-13T05:00
Maddi Napier, CFP®, MBA, FSRI, QKA, knows how hard it is for many of us to hone our leadership skills. Hannah Moore, CFP®, sat down with Maddi to find out where she gets her confidence in managi...
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Showing Up for Your Community from 2021-07-06T05:00
Pam Capalad, CFP®, AFC®, is the founder and CEO of Brunch and Budget, a virtual financial planning firm. At Budget and Brunch, Pam provides affordable, high quality financial advice and works to...
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Subscription Fees: The Opportunities and the Pitfalls from 2021-06-29T05:00
Subscription fees are intended to make financial planning more accessible to clients while creating more predictable and scalable income for a firm. But how do they play out in real life? To fin...
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The Essential Skills of Behavioral Finance from 2021-06-22T05:00
Brendan Frazier is the founder of Wired Planning and The Human Side of Money Podcast. He sat down with Hannah Moore, CFP®, to discuss the controversy around behavioral finance and the unavoidabl...
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Unsung Benefits of the Paraplanning Path from 2021-06-15T05:00
Jared Machen, CFP®, co-founded Brownlee Wealth Management after building a successful practice as a virtual paraplanner. He spoke with Matt Fizell, CFP®, about the surprising opportunities avail...
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Fintech vs. the Human Advisor from 2021-06-08T05:00
Natalie Taylor, CFP®, BFA™, runs an RIA and consults with fintech companies through her own business, Natalie Taylor Consulting. She spoke with Hannah Moore, CFP®, about what finance apps do bet...
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The Next Generation within a Firm from 2021-06-01T05:00
Succession planning within a firm is complicated, with a lot riding on it for both generations. To give us a glimpse into what makes or breaks a succession plan, Hannah Moore, CFP®, sat down wit...
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All Hands on Deck: Show Up to Help, No Matter What Your Role from 2021-05-25T05:00
Every new planner wants to move up quickly through the ranks, but it can be hard to do so when they don’t get the attention or experience they need. Matt Granksi, CFA®, is an example o...
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When is Enough... Enough? from 2021-05-18T05:00
Jeremy Walter, CFP®, CKA®, is the founder of Fident Financial, where he specializes in value-led financial planning. He sat down with Matt Fizell, CFP®, to talk about how his family and Christia...
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Managing Your Career from 2021-05-11T05:00
Hannah Moore, CFP®, sat down with three up-and-coming planners who are growing their careers in different ways. Christopher Stroup, MBA, is a career changer who went from oilfield engineering to...
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Ask Me Anything from 2021-05-04T05:00
Hannah Moore, CFP®, is the owner of Guiding Wealth and an active force in the FPA’s work to educate, empower, and inspire new financial planners. Hannah spoke with Stephanie Trexler, CFP®, in an...
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Upheaval, Values, and Adaptability in the Profession from 2021-04-27T05:00
Marina Hernández, EA, CFP®, CEPA™, is the co-founder of Swiss American Wealth Advisors. She also works through The Crossborder Planner and Crossborder Academy to provide U.S. expats and immigran...
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Save Up, Show Up, and Don’t Give Up from 2021-04-20T05:00
Pamela Rodriguez, CFP®, is the founder of Fulfilled Finances. She spoke with Alexandria Davis about the fulfilling (and exhausting) journey of building a business while raising a baby and how a ...
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Building Calluses&Growing into Entrepreneurship from 2021-04-13T05:00
Chad Chubb is a CFP®, CSLP®, and the lead advisor and founder of Wealth Keel. His firm specializes in simplifying the complex financial lives of Gen X and Gen Y physicians. Chad talked with Matt...
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Women in the Conversation from 2021-04-06T05:00
Stephanie McCullough is the founder and CEO of Sofia Financial and co-host of the Take Back Retirement Podcast. She talked with Matt Fizell, CFP®, about building confidence in your work when you...
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Disruption is Coming. Are You Ready? from 2021-03-30T05:00
Julia Carreon is a digital executive, helping finance companies adapt to tech innovation. She spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was ...
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Know Thyself: The Path to Being a Better Advisor from 2021-03-23T05:00
Zaneilia Harris, CFP®, is the president of H&H Wealth Management and author of Finance 'and Stilettos: Money Matters for the Well-Heeled Woman. She speaks with Hannah Moore, CFP®, about inne...
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Say What You Think from 2021-03-16T05:00
Ashby Daniels, CFP®, is a financial advisor and COO at Shorebridge Wealth Management. He is also the author of Medicare Simplified. In this episode, Ashby and Matt Fizell, CFP®, discuss the impa...
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Automation and Online Branding from 2021-03-09T05:00
Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI, is the founder of Modern Money Advisor. In this episode, Angela discusses her firm’s unique online service model and how they use automation to str...
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Rational and Impactful Goals from 2021-03-02T05:00
Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about thei...
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Helping Millennial Couples Align Their Money With Their Values from 2021-02-22T05:00
Kevin Mahoney, CFP®, is the founder and CEO of Illumint, a firm dedicated to financial planning for millennial couples. He spoke with Matt Fizell, CFP®, about why the profession needs a variety ...
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Helping Large and Small Clients at Scale from 2021-02-16T05:00
JD Bruce, CPA, PFS™, is Chief of Innovation at Abacus Wealth Partners. He spoke with Hannah Moore, CFP®, about the unique business model that allows Abacus to serve large and small clients at sc...
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Advocacy and Building the Future from 2021-02-09T05:00
Patrick Mahoney is the new CEO of the Financial Planning Association, and Skip Schweiss, CFP®, AIF®, is the President of the Board. They chatted with Hannah Moore, CFP®, about the future of fina...
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Money Planning and Positivity from 2021-02-02T05:00
Jacqueline Schadeck, CFP®, AWMA®, is a financial planner, author, and speaker who is passionate about improving the profession. She spoke with Alexandria about how she thinks the financial plann...
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Career Growth with Purpose from 2021-01-26T05:00
Chelsea Ransom-Cooper, CFP®, is the founder of Women with Equity and a partner at Zenith Wealth Partners. During this episode, she shares how her childhood experiences and drive to serve led her...
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Leaving Behind a Legacy from 2021-01-19T05:00
Kay Pfleghardt, CFP®, is a Private Wealth Service Advisor and NextGen Leadership Consultant at Family Wealth and Legacy. In this new episode of YAFPNW, Kay and Hannah discuss how she got her sta...
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Greatness by Inches from 2021-01-12T05:00
Dasarte Yarnway is the Founder and Managing Director of Berknell Financial Group, a fee-only and fiduciary firm that serves a broad range of clients, as well ...
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Find a Culture that Fits from 2021-01-05T05:00
Jamie Hopkins ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group. Prior to his work at Carson, Jamie was an...
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Connecting with Broke Millennials from 2020-12-29T05:00
Erin Lowry, financial translator, author, and speaker, is the founder of Broke Millennial, a popular financial advising brand that helps millennials “get your financial life together (#GYFLT). I...
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Music, Money, and Financial Education from 2020-12-22T05:00
Cody Garrett, CFP®, is a financial planner at Legacy Asset Management and a financial independence educator at Measure Twice Money. As a career musician first, Cody has traveled quite an interes...
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Financial Planning, Financial Literacy, and Children’s Books from 2020-12-15T05:00
Jamie Bosse, CFP®, RFC is a financial planner, author, and financial educator at Aspyre Wealth Partners. She’s been featured in several publications, like Investment Advisor Magazine and The Jou...
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Personal Training for Financial Health from 2020-12-08T06:00
Shannon McLay is the founder and CEO of The Financial Gym, a national personal financial services company that takes a “fitness-inspired” approach to finances. Shannon has been featured on numer...
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Giving Career Changers a Jumpstart from 2020-12-01T06:00
Dominique Henderson, CFP®, is the founder of DJH Capital Management, a fee-only wealth management firm based in the Dallas/Fort Worth area. Dominique is also the founder of the Jumpstart Coachin...
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How Life Experiences Shape Your Career from 2020-11-24T06:00
Diana Yanez is a CFP® and Associate Financial Planner at RTD Financial. Her career path to RTD Financial has been long and diverse: running the numbers at a nonprofit, volunteering in Costa Rica...
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Operations as a Financial Planning Career from 2020-11-17T06:00
Michelle Wong, FPQP™, is the founder of and virtual assistant for Nifty Advisor Support, a support solution for independent Registered Investment Advisors. Nifty provides back office services an...
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More Personal Than Finance from 2020-11-10T06:00
Tim Maurer, CFP®️, speaker, and author, is the Director of Advisor Development for Buckingham Wealth Partners. His motto, “personal finance is more personal than finance,” drives his writing, sp...
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Emotions in Retirement and Financial Planning from 2020-11-03T06:00
Alexandra Armstrong was the first woman to earn the CFP®️ certification in Washington, D.C. in 1977. As the chairman and founder of Armstrong, Fleming & Moore, Inc., Alex has put her vast ex...
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A Special Blend of Finance and Creativity from 2020-10-27T06:00
You may know Julia Lorenz-Olson and Philip Olson for their quirky, fun web series Two Cents, a weekly personal finance show on PBS aimed at millennials and Gen Z. Philip and Julia also founded T...
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Having a Vision to Guide Your Journey from 2020-10-20T06:00
Mothers in the profession are often asked, “How do you balance work and motherhood? Can we have it all?” Christy Raines, CFP®, AIF®, and Presi...
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A Practice Built on Curiosity from 2020-10-13T07:00
Don St. Clair, CFP®, AIF®, ChSNC®, is the president of St. Clair Financial, a firm that specializes in self-employed professionals and educators in California. Don is also the owner of MortgageN...
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Creative Financial Planning Using Video from 2020-10-06T00:00
Colin Overweg, CFP®, is the founder of financial planning firm Advize Wealth. Colin’s firm is unique, not because it’s primarily virtual or that he doesn’t have a traditional niche, which are tr...
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A Transformational Decade from 2020-09-29T07:00
Walter Booker is the Chief Operating Officer of MarketCounsel. Prior to that role, he helped financial advisors be better business owners. Walter has had an impressive history working in the pro...
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Finding Happiness...Through Budgeting Spreadsheets from 2020-09-22T07:00
Cathy Curtis, CFP®, specializes in financial planning for independent women. She’s also the author and creator of The Happiness Spreadsheet, a budgeting system that helps you build a budget arou...
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Financial Education and Changes in the Profession from 2020-09-15T07:00
Anna N'Jie-Konte, CFP®, is the founder of Dare to Dream Financial Planning, a fee-only, virtual planning firm that primarily serves women of color. Anna also hosts the podcast First-Ge...
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Setting up “Guardrails” for a Firm from 2020-09-08T07:00
Time is precious, and we’ve never been busier. Host Matt Fizell, CFP® talked to Adam Cmejla, CFP®, about workflows and processes in our latest YAFPNW episode. They discussed the benefits of inte...
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The Psychology of Risk Tolerance&The Three Sides of Risk from 2020-09-01T07:00
How much does psychology impact money and investing? Quite a bit, actually. Matt sat down with author and former finance columnist, Morgan Housel, to discuss how our experiences and thoughts aff...
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Sourcing, Closing, and Servicing: A New Compensation Model from 2020-08-25T11:38:47
Zacc Call, CFP®, is a partner and wealth advisor at Utah-based Capital Financial Network. In this episode, Matt and Zacc talk about the unique structure of Capita’s compensation model, how he jo...
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Approaching Financial Planning in New Ways from 2020-08-18T07:00
Dr. Mary Bell Carlson is a Certified Financial Planner™, founder of personal finance blog Chief Financial Mom, and a “full-time mom, part-time professor,” as she calls it. Here, she joins Hannah...
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Building a Relationship-Based Business from 2020-08-11T07:00
How has the profession changed over time? Quite a bit, but what hasn’t changed is the heart of everything: building relationships with your clients. In this episode, Hannah talked to Lawrence Sp...
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Defining Roles Within the Profession and Firms from 2020-08-04T07:00
Tyler Aubrey, CFP® and financial planner at Define Financial in San Diego, had an unconventional career path that led him to the profession. In our newest YAFPNW episode, Tyler and Matt discuss ...
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Financial Media: A Unique Path Within the Profession from 2020-07-21T06:00
Financial Media: A Unique Path Within the Profession
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Creating a Personal Financial Planning Brand With Content from 2020-07-14T10:09:24
What does content have to do with being a financial planner? How can it help a new financial planner make their mark? According to Justin Castelli, CFP®, founder and owner of RLS Wealth Management,...
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Connecting With Your Audience as a Financial Planning Professional from 2020-07-07T08:07:53
What does it take to be a successful new planner? Finding your audience and connecting with them is part of it. Haley Rosa from PR firm Gregory FCA talks with Hannah about developing your personal ...
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Giving Back Panel from 2020-06-30T10:09:55
Hannah Moore, CFP®, hosts a “giving back” panel with Kurt Kaczor, Director of Pro Bono at FPA; Robinson Crawford, CFP®; Alex Wilson, CFP®, FPA of GA NexGen Director; and Kyle Eaton, CFP®. They disc...
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Buying into Firms: Fit, Structure&Culture from 2020-06-23T10:09:06
The financial planner’s career path is often thought of as very linear: go to school, get your CFP certification, begin working for a firm and work your way up, or start your own. However, you can’...
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Keeping Up with Rapid Changes in the Profession from 2020-06-16T10:09:52
What does the future of financial planning look like? In our latest YAFPNW episode, Nathan Gehring, CFP®, talks about it with Hannah — as well as “slow financial planning,” providing value to clien...
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Creating Impact in Your Community from 2020-06-09T12:39
Louis Barajas, CFP®, has 30+ years of experience in the profession. As a business and wealth manager, author, and a national speaker to boot, he had lots of insight to share in our newest episod...
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Changing Narratives in the Profession from 2020-06-02T10:09:36
Diane Bourdo, CFP®, is the president of The Humphreys Group, a women-owned and women-operated wealth management firm. A proud feminist, as she states in her Twitter bio, Diane is passionate about t...
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Designing the Life You Want from 2020-05-26T11:19:11
Roger Ma is a CFP®, revenue intelligence analyst at Google, and author. He’s also worked as an investment banker and dabbled in real estate. In our latest episode of YAFPNW, Hannah and Roger discus...
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Thoughtful Dialogues and Deep Listening in the Profession from 2020-05-19T10:09:40
Are you a good listener? If your answer is “yes,” our latest guest on YAFPNW can help you become an even better one. Sandi Bragar, CFP®, discusses how deep listening and asking the right questions ...
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Sustainable Investing and How to “Do Better” from 2020-05-12T10:09:23
Sonya Dreizler is a financial services consultant, author, and impact investing speaker. In our latest episode of YAFPNW, Sonya discusses how she got into sustainable and impact investing, what the...
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Successful Planning Partnerships and Work/Life Balance from 2020-05-05T10:09:16
What do you do when the job opportunities out there aren’t quite right for you? If you’re investment advisor Nina O’Neal, it’s simple: create your own. In this latest episode of YAFPNW, Nina shares...
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Real Work and the Secret Society of Financial Planners from 2020-04-28T10:09:27
Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl had lots to share with Hannah about what the “r...
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Global Perspectives on the Financial Planning Profession from 2020-04-21T10:09:41
We get to regularly speak with diverse financial planners who hail from all corners of the United States. This week, we were lucky to talk with Kate Holmes, global advocate, CFP®, international spe...
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The Retirement Planning Experience from 2020-04-14T10:09:14
This week, we welcomed back Roger Whitney, award-winning podcaster and CFP® who serves retirees. We talked about the three phases of his retirement planning experience, as well as the Retirement An...
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The 75/25 Rule&the Power of Listening from 2020-04-07T09:08:58
The doctor is in! We welcomed financial psychologist and CFP® Dr. Brad Klontz back for another episode of YAFPNW. This time, we discussed the power of communication and emotion, money scripts, and ...
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Actions Speak Louder than Words from 2020-03-31T10:09:33
Less than 1% of financial advisors are both CFA Charterholders and Certified Financial Planners. Keith Beverly, managing partner and CIO of Grid 202 Partners, is part of that 1%. Tune in to this ep...
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How to Ace the Interview as a New Planner from 2020-03-24T10:09:36
What does it take to be a standout job candidate? Cooper Grady, CFP®, Director of Financial Planning at Apollon Wealth Management, had tons of practical advice to share with new planners navigating...
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Taking Your Career as It Comes from 2020-03-17T10:09:42
Go big or go home. Dream big. But what if you’re not the “dreamer” type? Good news: you can still reach your goals. We talk to Meg Bartelt, CFP® and president of Flow Financial Planning, about how ...
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7 Planners&Their Takeaways from Fall Residency from 2020-03-10T10:09:36
FPA Fall Residency is a week-long program that takes place in Denver In this episode of YAFPNW, I caught up with my teammates from Residency to discuss our individual experiences and the big takeaw...
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The 12 Tribes of Financial Planning from 2020-03-03T10:09:07
The financial planning profession is vast and deep. How can you find the right firm for you? This week on YAFPNW, we talked to a group of panelists about how understanding the unique cultures and t...
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Building a Lifestyle Practice to Find Balance from 2020-02-25T11:10:04
Could you take 100 days off a year and still meet your career and financial goals? Benjamin Brandt, CFP®, podcast host, and president/founder of Capital City Wealth Management, is living that dream...
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Understanding Strengths&the Power of Niches from 2020-02-18T11:10:31
Ready to be inspired? This week on YAFPNW, we talk to Soraya Morris, lead trainer at financial planning software firm Envestnet MoneyGuide and jill-of-all-trades. Soraya and I talked about what she...
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Embracing Fintech and the Future from 2020-02-11T11:10:52
How can we better the profession through fintech without losing our human selves in the process? This week we talk to Jason Wenk, founder and CEO of digital brokerage platform Altruist, about doing...
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Better Communication and the Future of Fintech from 2020-02-04T11:51:24
What’s the secret to a great financial advisor and client relationship? Like any other relationship, it’s communication. Learn how Sean Brown’s company, YCharts, is helping financial advisors disco...
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Determine Your Own Career Path from 2020-01-28T09:08:22
Emily Purdon, CFP®, EA. is a Financial Planning and Process Coach at XY Planning Network. In this episode, Emily discussed the importance of advocating for yourself in your career, the many paths o...
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Every Type Is Needed: Personality&Planning from 2020-01-21T09:08:16
Kevin Clark, CFP®, Central Ohio NexGen Director, is currently working for Ameriprise as a Certified Financial Planner™. In this episode, he shares how he “fell backwards” into a career in financial...
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Making the Profession Worth Signing up For from 2020-01-14T09:08:53
This episode features Mark Tibergien, Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing. In this episode, we chat about career paths in financial planning, how we can elevate th...
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Changes Needed in the Profession (And How We Can Make Them) from 2020-01-07T09:46:06
In this episode, we were lucky enough to host financial management consultant Tyrone Ross, Jr. He talks about the current state of the profession in terms of diversity and education, as well as the...
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Inquiry, Regulation,&Massive Changes to Australia’s Financial Services from 2019-12-31T09:08:59
Paul Greenwood is an experienced Licensed Financial Adviser and a registered Tax Financial Adviser. In this episode, he shares the impact that a royal inquiry is having on the financial services in...
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NexGen Mini Talks: The Future of Financial Planning from 2019-12-24T09:08:14
In this episode, recorded at the FPA Annual Conference, we talked to Brent Weiss, CFP®, Kayla Kennelly, CFP®, Bryan Hasling, CFP®, Dan Yerger, CFP®, and Christine Sjolin, CFP®, about their take on ...
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From Industry to Profession with Advocacy and Higher Standards from 2019-12-17T09:08:20
Is financial planning a profession or an industry? What’s the difference between the two, and where is the future of financial planning headed? That’s exactly what we talk about on this week’s epis...
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Maximizing Your Potential Within the Profession from 2019-12-10T09:08:01
Preston Cherry, MS, CFP®, is the founder and president of Concurrent Financial Planning Center, LLC, as well as mentor and soon-to-be author. In this episode, he talks about his career goals, start...
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Why Financial Planning Is Needed Now More Than Ever from 2019-12-03T09:08:37
Trudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and public accounting. Here, she shared her insights on careers within the professi...
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The Generous Impact of The Foundation for Financial Planning from 2019-11-26T10:09:22
Alex Armstrong, CFP® is the founder and chairman of Armstrong, Fleming & Moore, Inc. She sits on the board of the Foundation for Financial Planning and is the very first recipient of their Lifetime...
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Embracing Your Story&Your Impact from 2019-11-19T13:17:26
On this episode, Marguerita Chang, CFP® talks about how she’s built a business and reputation in the profession by embracing her story and what makes her different. She shares her background and wh...
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The Financial Power of Philanthropy from 2019-11-12T09:08:47
Arlene Cogen, CFP®, is a philanthropic leadership consultant and author of Give to Live: Make a Charitable Gift You Never Imagined. During this episode, she shares how she made the transition into ...
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Disruption for a New Generation from 2019-11-05T13:46:44
Brent Weiss, CFP®, ChFC®, is the Chief Evangelist and one of the founding members of Facet Wealth. During this episode, he shares his passion for increasing access to financial planning, the import...
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From Academia to Award-Winning CFP® from 2019-10-29T09:17:51
This week on YAFPNW, Tom L. Potts, Ph.D., CFP®, talks about how far the profession has come, peer learning, biases and the direction Dr. Potts sees the profession heading. Dr. Potts has played a vi...
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The Quest for “Purpose First” Planning from 2019-10-22T09:08:06
Ian Bloom, CFP®, is a nerdy financial planner and proud of it. In this episode, he talks about his path to financial planning, how he’s developed his own “niche” based on his interests, and the imp...
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How Practical Wisdom Helps Clients Navigate Uncertainty from 2019-10-15T09:08:03
Dayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She's also an employee development consultant and coach with a research focus on practical wisdom in the...
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Charging What is Fair from 2019-10-08T13:47:06
In this episode, Dan Yerger, MBA, CFP®, AIF®, CDFA®, talks about his extensive work in the financial planning profession, pro bono work, compensation calculations, and why he’s removing transaction...
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Charging Clients for Exactly What They Want from 2019-10-01T09:46:56
In this episode, we talk to Kara Beth Vance, CFP®, who works as an advisor at hourly planning firm, Timothy Financial Counsel, in Wheaton, IL. She shares in the ins and outs of the hourly financial...
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Compensation Models: Which One is Right for You? from 2019-09-24T10:44:54
Whether you work for a firm, own your own, or are part of a succession plan, this compensation model discussion covers a lot of ground. The hosts talk about deciding on a fee model, how models guid...
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Banking, Insurance&Investments: Finding Your Role in the Profession from 2019-09-17T11:28:53
Marina Rodriguez, CFP®, shares her career path from banking and insurance to investments and back to banking. Her story reminds all of us that it doesn’t matter if your financial planning career is...
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Solving Today’s Problems and Building Trust for Tomorrow from 2019-09-10T11:10:58
Charles Adi is a financial advisor who owns and operates his own firm, Blueprint 360, in Houston, TX. In this conversation, Charles opens up about his background, the path that brought him to finan...
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The Correlation Between Mentorship&NexGen Success from 2019-09-03T11:10:20
René Nourse is the founder and Managing Director of Urban Wealth Management, a guest commentator on CNBC Closing Bell, and President of the Association of African American Financial Advisors. Liste...
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Enhancing Client Relationships Through Charitable Giving from 2019-08-27T11:10:39
John Hayes, the Senior Vice President of Charitable Estate Planning at the American Heart Association, shared his insights on charitable giving. John talks about how planning professionals and larg...
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The Importance of Service, Trust,&a Shining Reputation from 2019-08-20T15:04:01
Tiffany Aliche, AKA The Budgetnista, is an award-winning financial educator, blogger, podcast host, speaker, and the founder of the Live Richer Academy. On this episode, Tiffany shares her story, h...
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Saying “Yes” to Opportunities&Impact from 2019-08-13T11:10:38
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, talks to Hannah Moore about managing 65 - 70 hour workweeks, how he’s embraced his visionary strengths, and why the multiplier effect pl...
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Inside The Next Generation’s Revolution from 2019-08-06T11:10:38
This discussion touches on Bob’s expert insights into the current (and past) state of affairs in the profession, and we even ask him to share some of the trends and potential updates he sees coming...
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Succession Plans, Student Loans&Craft Beer from 2019-07-30T15:48:51
From his unconventional start in financial planning to his current “title” as the Student Loan & Craft Beer Nerd of Pittsburgh, Ryan Galiotto, CFP®, walks us through his story and shares the role t...
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Where Education and Practice Meet from 2019-07-23T12:19:20
Christine Damico, CFP®, EA, is a teacher of the profession and trailblazer of her firm. In her many years teaching at Virginia Tech, and now through her residency program at Olio Financial Planning...
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Find Your Place in the Profession from 2019-07-16T10:46
In this episode, Luis F. Rosa, CFP®, EA, covers the importance of mentorship, how to define your place within the profession as a new planner, and how everyone can find a home within financial plan...
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Leveraging Opportunities for Your Career from 2019-07-09T11:26:31
In this episode, Molly Balunek gives action items for financial planners to take when they’re looking to be the best CFP® professional - whether they want to develop a career track at their firm or...
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Focus on Your Message from 2019-07-02T15:45:51
This episode is perfect for financial planners who are working on improving their marketing strategy for their practice. Whether you love marketing, or you think it’s totally intimidating, Taylor S...
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Finding Your Identity, Purpose, and Impact from 2019-06-25T15:57:25
In this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen ...
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Forging a Path to Partnership from 2019-06-18T13:04:33
Adam Werner, CFP®, CPWA®, is a wealth advisor and Vice President of EP Wealth Advisors. In this episode, Adam joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both...
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The Value of Next Generation Planners from 2019-06-11T13:02:09
Nathan Harness from Texas A&M and Kate Healy from TD Ameritrade Institutional join us at this year’s NexGen Gathering. Together, they explore a wide range of topics about the next generation of fin...
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Changing Careers and Finding Financial Planning Success from 2019-06-04T10:09:16
Valerie Adelman is a career changer at heart. In this episode, she guides fellow career changers through how to navigate the switch to financial planning. She walks us through her experience with p...
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Merging Career Paths from 2019-05-28T13:24:54
When Shawn Tydlaska founded Ballast Point Financial Planning, he didn’t have plans of expanding and having to hire. However, as his business grew, it quickly became apparent that he needed help! In...
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Showing Up: The Key for Successful Hires and Accomplished Careers from 2019-05-21T11:20:30
In this episode, Autumn and Jude go over their own experience with the hiring process, and how other advisors can successfully grow their teams in their own practices. They cover the tips and trick...
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A Mindset for Career and Succession Planning Success from 2019-05-14T14:14:33
Debbie Grose, CFP®, Chief Operating Officer of Lake Tahoe Wealth Management, is a dynamic woman in the world of financial planning. She’s passionate about mentorship, and has often led the charge w...
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A Survey of Succession Planning from 2019-05-07T11:31:44
Vanessa Oligino, the Director of RIA Practice Management at TD Ameritrade challenges new planners with succession planning research. She challenges them to really consider what is best for them per...
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The Story of a Merger: Combined Forces and the Future of a Firm from 2019-04-30T11:31:18
In this episode, you’ll hear about what spurred Jean and Eric Mote to pursue a merger and build out a succession plan with fellow advisor Quinn Arnold, and how these three advisors combined their p...
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Reimagining Mentorship and Financial Planning from 2019-04-23T19:19:11
In this episode, Kayla Kennelly shares her experience launching a reverse mentoring program, adopting schools to teach financial literacy, and joining an innovative business model to challenge the ...
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To Integrate and Flourish in a Financial Planning Firm from 2019-04-16T12:47:35
In this conversation, Kathy Longo and Michele Lenz each bring an incredibly unique perspective to #YAFPNW listeners. This is a fantastic episode for anyone interested in building a career path, who...
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Professional Growth and Management from 2019-04-09T12:33:48
Yusuf Abugideiri, CFP®, is a Partner and Senior Financial Planner at Yeske Buie®. In this episode, he explores his own career growth, how he has both managed up, and managed employees, and how he’s...
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Operations and You: Leadership, Culture, and Careers from 2019-04-02T13:21:46
Jarrod Upton joins Hannah Moore to discuss his passion for operations within the financial planning profession. From his previous experience, and current role as an operations consultant, Jarrod di...
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Career Paths in Banking: From Teller to Financial Planner from 2019-03-26T16:12:17
In this episode, Suzie Eyrich, CFP®, is shares her experiences at both an RIA and a bank that leads with financial planning. She also shows us how to grow your experience as a new planner and the b...
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Paraplanning: Finding the Perfect Fit from 2019-03-19T15:57:40
As the founder of Simply Paraplanner, Alex Hopkin, AFC®, CFP®, has created a home for paraplanners and financial planning firms to connect. Simply Paraplanner offers a space for paraplanners to gro...
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Insights from Paraplanners About the Financial Planning Profession from 2019-03-12T13:03:07
In this round table, our group of four paraplanners share their insights and what they have learned about financial planning having worked with multiple different firms. Don’t miss their fantastic ...
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Growing a Practice with Project and Hourly Planning from 2019-03-05T14:24:46
If you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practice, or wondered how a national, virtual team works together to serve clients o...
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Exploring Career Paths and A Better Way to Manage from 2019-02-26T16:46:18
Brent Beene, CFP®, MS and Matt Masterson, CFP®, CPWA®, are both wealth advisors at Regent Atlantic - a financial planning practice in New York. Whether you’re a new planner who is looking to learn ...
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Managing Others Well from 2019-02-19T13:03:07
It can be challenging as a new financial planner to step into a managing role. In this #YAFPNW round table, we’re sitting down with four amazing financial planners to talk about what they’ve learne...
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Finding Financial Wellness as a Career Path from 2019-02-12T14:32:38
Camille Bouvet’s story is perfect for anyone who has ever felt that the traditional career of an advisor doesn’t quite meet the type of client relationships they want to have, or the kind of financ...
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New Year, New Hosts from 2019-02-05T13:12:05
Today we’re introducing our three new #YAFPNW hosts! Ian Harvey, Alexandria Davis, and Matt Fizell, all bring unique perspectives to the table - and we’re thrilled to have them with us this year.
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Redefining Expectations and Personal Brands from 2019-01-29T14:32:30
Finding a balance between work, growing a brand, and living a life you love is key for Brittney Castro, CFP®, and in this episode she encourages all planners to do the same. Brittney has some fanta...
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Leaving a Legacy: A Case for Mentorship Within Financial Planning from 2019-01-22T14:33:12
This episode is a moving testament to everything that a mentor can do for you. Allison Masoero goes into detail about how her relationship with Jeanne Robinson, CFP®, impacted and changed her life...
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Finding Yourself in a New Normal from 2019-01-15T14:53:05
Ian Harvey, CFP(R) shares how important it is to find a firm culture that fits who you are and what you value. He shares his career journey through excellent firms to find the one that was the righ...
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A Journey From Education to Financial Planning from 2019-01-08T13:57:13
Eugenié George is intentionally entering the financial planning profession. After a career in teaching and technology, she is pursuing the CFP® designation and looking at how to best break into the...
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Developing a Personal Marketing Plan from 2019-01-01T14:01:53
Eddie Kramer, CFP®, works with Abacus Planning Group to build out their team and encourage everyone to bring their best self to work. He firmly believes that large financial planning firms aren’t d...
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Developing Specialized Practices from 2018-12-25T13:25:50
Ashley Murphy, CFP®, is a financial planner who works with Australian expats. He’s built his business on one key idea: working with expatriates from Australia isn’t just a “niche” - it’s a speciali...
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Navigating Career Paths in Financial Planning from 2018-12-18T16:47:38
Ginnie Baker fell into financial planning after choosing to take a related elective course in college. She immediately fell in love with the profession, and started pursuing financial planning jobs...
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A Conversation with the “Dean of Financial Planning” from 2018-12-11T13:14:47
Harold Evensky, sometimes called The “Dean” of Financial Planning, loves this profession. This year, he was awarded with the P. Kemp Fain, Jr. Award - which is often equated to the lifetime achieve...
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Reinventing Wealth Management from 2018-12-04T14:28:02
This episode is a must-listen to for financial planners who relate to Larry’s statement that the current model of wealth management is outdated. Larry tackles how to adopt revolutionary planning pr...
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From New Planner to Partner-Eligible in 5 Years from 2018-11-27T15:38:33
Bryan Hasling, CFP ®, is passionate about building a network of financial planners who lift one another up. He’s focused on helping other financial planners learn how to foster community in their p...
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Growing in Confidence and Building a Practice from 2018-11-20T09:00:38
Breanna believes in being yourself, and owning your knowledge and expertise as a business owner. She has so many fantastic insights on showing up, moving through difficult business decisions, and g...
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Living in Beta from 2018-11-13T09:08:50
In this episode Jonathon Cameron and Glenn Downing of Cameron-Downing show us how they are living their lives in “beta.” They believe this phrase means always being willing to grow, improve, and le...
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Launching into the Financial Planning Profession from 2018-11-06T13:14:42
Emily Purdon started her career in 2016. She quickly realized that her CFP® certification and financial planning degree through Virginia Tech hadn’t really prepared her for the realities of being a...
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Iron Butterflies and the Evolution of Financial Planning from 2018-10-30T09:15:10
Ben Coombs, CFP®, CLU, was part of the first class of CERTIFIED FINANCIAL PLANNERS™. When he got started, nobody had jobs for financial planners. Now, he’s thrilled to see career paths developing. ...
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Venturing Into Entrepreneurship from 2018-10-23T09:12:32
In this episode with Stephen Rischall, CFP®, we’re focusing on what it means to run your own financial planning practice with a team. We’re discussing the ups and downs, the big wins and the challe...
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G2 and the Importance of Continuous Learning from 2018-10-16T09:00:19
Lauren Stansell of Yeske Buie gets interviewed by our guest host, Alexandria Cole. Lauren wasn’t sure she wanted to be in financial planning and just several years later is on track to be partner a...
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What You Need to Know About Succession Planning from 2018-10-09T15:49:13
Christine is the VP of Operations at FP Transitions, a business that focuses on helping advisors build a seamless succession plan that benefits founders and successors. We’re covering succession pl...
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History of Financial Life Planning pt 2 from 2018-10-02T17:07:01
Today your host, Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views thi...
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Disrupting Portfolio Management with a Flat Fee Business Model from 2018-09-25T16:18:27
Scott MacKillop, CEO of First Ascent Asset Management, never thought of himself as a disruptor in financial planning until he became one. As a career changer, Scott began working in the investment ...
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Defending the Fiduciary Standard from 2018-09-18T14:00:50
In the world of financial regulation, it’s easy for the voices of fiduciary financial planners to get drowned out. One of Skip Schweiss’s many jobs is to give financial planners the microphone, and...
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History of Financial Life Planning pt 1 with George Kinder from 2018-09-11T15:52:35
George Kinder, CFP® of The Kinder Institute of Life Planning has had an incredible impact on the development of financial life planning. To hear him speak about the human element within financial p...
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Building Non-Traditional Career Paths from 2018-09-04T14:48:52
In today’s episode Charesse J Hagan, Kelli Cruz, and Heather Fortner join Kate Healy from TD Ameritrade for a panel discussion at LINC 2018. They offer fascinating insight on how non-advisor roles ...
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Financial Advice: What Works and What Doesn’t from 2018-08-28T17:28:11
So many advisors are frustrated by the fact that their clients fail to implement the advice they give them. What they don’t realize, today’s guest suggests, is that often the advisor may be m...
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Marriage, Money, and the Military from 2018-08-21T09:00:19
Andi Wrenn’s mission is to reach as many service members and their families as possible to help coach them through their finances to achieve their biggest life goals. As a military spouse, she’s tr...
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Starting an RIA Serving the Next Generation from 2018-08-14T09:14:36
Steven Fox, CFP®, founded his fee-only financial planning firm, Next Gen Financial Planning, in 2016. As a business owner, Steven has learned to serve a wide range of millennial clients. He practic...
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Internal Succession Plans and a Culture of Success from 2018-08-07T15:07:13
Many young professionals will one day be offered a succession plan as part of their career path as more established planners plan for their own futures and put a succession plan in place. Only some...
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Fighting for the Fiduciary Standard: FPA’s 2004 Lawsuit Against the SEC from 2018-07-31T16:40:28
On March 30, 2007, the Financial Planning Association made history by winning a lawsuit that vacated SEC Rule 202(a)(11)-1. This forced brokers to become SEC-regulated advisors, and helped to creat...
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Financial Coaching and Exceptional Planning from 2018-07-24T16:14:26
Saundra Davis believes that financial coaching skills and financial planning go hand in hand. As a financial planner, you may be completely confident in the guidance you give to clients – but...
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Navigating Workplace Dysfunction from 2018-07-17T14:04:10
After experiencing dysfunctional workplaces throughout their career, Krista Sheets and Sarah Dale partnered to build Performance Insights. Together, they focus on helping financial planners increas...
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Growing Together: Voices of Gathering 2018 from 2018-07-10T16:19:16
This episode is brought to you by the many incredible voices of NexGen Gathering 2018 attendees. Ian Harvey, the FPA NexGen President, also joins us to share about the theme of NexGen Gathering and...
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Becoming a Marketing Advocate for Financial Planners from 2018-07-03T12:38:27
Patrick Brewer, CFA, CPA, founder of SurePath Wealth Management and Brewer Consulting, has found his passion in helping other planners learn to market themselves. Patrick helps other planners to fi...
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Demystifying the Financial Planning Profession from 2018-06-26T12:48:11
There are many technical terms flying around in the financial planning profession. This week, we’re decoding these technical terms - and going over why new planners need to know them.
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Unlocking Your Greatest Asset from 2018-06-19T14:30:49
Stephanie Bogan thinks it’s time for a breakthrough. Through Educe Inc., Stephanie works with countless successful advisors on elevating their career, focusing on their personal fulfillment, and ch...
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Growing With Your Tribe in the Financial Planning Profession from 2018-06-12T14:05:40
Your host, Hannah Moore CFP®, steps into the hot seat this week to be interviewed by Rianka Dorsainvil, CFP®! Hannah is incredibly passionate about the financial planning profession. In this exclus...
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Getting Honest About Community Within Our Profession from 2018-06-05T16:00:57
Alex is a great example of what it means to step outside of your comfort zone, get involved and see the benefits of being involved within the financial planning profession. From networking, mentors...
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Hybrid Vigor: The ICFP + IAFP Merger from 2018-05-29T19:12:24
Join us for a story based podcast where we go back in time to the late 90s when the financial planning profession was abuzz with the possibility of something great (and at times unthinkable) that w...
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Building Successful Practices and Careers Through Authentic Relationships from 2018-05-22T17:47:27
Do you have a strategy for growing your practice based on human connections? Humans want to work with humans. That’s why Mike Byrnes promotes the idea of building a business growth strategy on a fo...
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How and Why We Should Address Gender Inequality in our Profession – Live at FPA Retreat from 2018-05-15T11:30:34
How would we be better off if we addressed the gender equality in our profession? In this episode, we’ll be exploring this, and many other questions about how we can address the gender gap in finan...
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45 Years of Building a Profession – Live at FPA Retreat from 2018-05-08T16:36:24
LIVE at FPA Retreat 2018, we’re sitting down with a few of the industry’s most influential leaders to talk about the past, present, and future of the financial planning profession.
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Supporting the Next Generation of Financial Planners from 2018-05-01T10:05:59
Kate Healy is a wonder woman whose life’s work has furthered the financial planning profession and served advisors in countless ways. It’s safe to say - she’s one of the leading voices in the world...
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Tools to Help Facilitate Financial Health from 2018-04-24T09:00:19
Dr. Brad Klontz and Derek Lawson have worked together to integrate behavioral finance, financial therapy, and financial psychology into the world of financial planning. Their research is guiding ad...
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Forming Partnerships, Starting Your Own Business, and Planning Mindfully from 2018-04-17T08:00:29
Anne McCabe Triana, CFP®, CRPC®, has been in the financial services industry for over ten years. Her experience as a financial planner in a larger firm, as well as with starting her own financial p...
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Telling Your Advisor Story from 2018-04-10T14:01:13
Adam Kornegay, of Pathfinder Strategic Solutions and one of the people behind FPA’s new Coaches Corner, wants to help advisors communicate their value and move past the financial “lingo” to tell th...
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Defining Your Greatest Contribution from 2018-04-03T14:01:38
Rianka Dorsainvil, CFP®, believes that everybody needs to be thinking about what they want their greatest contribution to this world to be. This idea is the cornerstone of her financial planning pr...
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What it Means to Be a Business Owner from 2018-03-27T17:43:52
Taylor Schulte has a refreshing take on financial planning, living life as a business owner, and being a young financial planner in today’s world. This episode is a must-listen for any financial pl...
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Financial Life Planning from 2018-03-20T15:36:40
Stephen Brody, CFP®, believes that financial planning is about digging deeper to move beyond the numbers and help clients put forward the lives they want to live. Through intentional leadership, he...
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Why Becoming an Expert Should Be Your #1 Priority from 2018-03-13T14:51:49
Many young financial planners are nervous when first sitting down with clients. Jeffrey Levine takes time in this episode to outline how researching your niche, studying financial planning, and emb...
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Digging Deep on Content Marketing and Communication Strategies from 2018-03-06T17:41:24
Dan digs deep to find the real marketing issues that financial planners are facing and how they can solve them. We’re going to go over how to set up marketing initiatives that matter to your client...
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Growing a Personal Brand as a Woman in Financial Planning from 2018-02-27T17:04:21
Many clients call Mary Beth their very own rent-a-CFO. There’s no doubt that she’s an innovator in the space of business financial planning for creative entrepreneurs. Get ready to be inspired, bec...
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Virtually Serving Planners from 2018-02-20T19:19:26
Charesse Hagan believes it’s time to challenge the narrative that the only career path within financial planning is working toward being a lead advisor. Through her experience as a paraplanner and ...
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Facilitating Financial Health from 2018-02-06T15:19:52
Rick Kahler believes that financial planners, like himself, can facilitate financial health with their clients by embracing their behavior, helping them uncover their money mindsets, and listening ...
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Lessons Learned from a Decade of Serving Younger Clients from 2018-01-30T16:28
Andrew Sivertsen offers insight to young planners on how they can develop a career path, and how to consistently better themselves and focus on adding value to the lives of their clients.
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Virtual Paraplanning and Building Processes from 2018-01-23T14:12:04
Jen Pritchard had no idea that virtual paraplanning work was an option until she graduated college. Now, three years later, she works as a successful, full-time virtual paraplanner and operations c...
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Defining Success as a Business Owner from 2018-01-16T14:12:55
Chloé Moore has an amazing career within the financial planning profession and always known that planning was where she wanted to be. She launched her own RIA, Financial Staples, to start putting m...
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Succession Planning&Working with Business Owners from 2018-01-09T16:00:17
Studies have shown that working with a niche is an excellent way for financial planners to narrow their focus, define their specialty, and become an expert in helping their unique client base. Josh...
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Career Paths and Building a Stronger Profession from 2018-01-02T17:03:48
Cheryl Holland discusses the foundation of her firm, Abacus Financial Planning - developing career paths and growing leadership skills in herself and her team members. She explores how new planners...
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Solving the Client Implementation Problem from 2017-12-26T15:13:15
This idea of selling people on the value of financial planning is critical as a young planner - and it will completely change your outlook on your approach to your practice!
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Minding the Technology Gap in Financial Planning from 2017-12-19T18:11
Technology is undoubtedly an ongoing challenge for financial planners. In this episode, we look at how to audit technology, how to continue your training, and what advisors can expect for the futur...
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Growing a Millennial-Focused Practice from 2017-12-12T14:30:41
When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!
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Positive Psychology in Financial Planning from 2017-12-05T16:27:02
In this episode we go over how to incorporate positive psychology into your planning with Dr. Martin Seay. Learning how to incorporate positive psychology into you practice can help to improve your...
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Finding and Succeeding in a New Job from 2017-11-28T17:40:48
This week on the #YAFPNW podcast we re-air Caleb Brown's interview about how new planners can launch their career! Because Caleb has experience in the financial planning world, he understands what ...
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A Day in the Life of an Aspiring Financial Planner from 2017-11-20T20:14:56
This week Matt Fizell joins us from Middleton, Wisconsin. Matt is only a few years into the profession and working with a CFP® there in Wisconsin. Together, we walk through Matt’s career decisions,...
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Entering the Profession with Confidence from 2017-11-14T15:54:02
This week we go with Hannah Moore to Texas A&M University. Hannah had the opportunity to speak with financial planning students at Texas A&M about financial planning, her career journey, an...
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This Is My Dream Job: Part Two from 2017-11-09T12:11:55
Leighann Miko launched her firm, Equalis Financial, about a year ago. Since then, she’s had tremendous success. Leighann has been named one of Investment News’s 40 Under 40, and works to promote di...
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This Is My Dream Job: Part One from 2017-11-07T13:53:34
Leighann Miko launched her firm, Equalis Financial, about a year ago. Since then, she’s had tremendous success. Leighann has been named one of Investment News’s 40 Under 40, and works to promote di...
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LIVE From FinCon17: Kali Hawlk from 2017-10-31T13:15:09
We had so much fun sitting down with Kali Hawlk of Creative Advisor Marketing at FINCON17. Kali focuses on marketing strategies for financial advisors and helping them communicate their value to cl...
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A Passion for People and Proactive Planning from 2017-10-24T13:04:23
We are so excited to have Amy Irvine on the #YAFPNW podcast this week. We discuss how financial planning is about more than investment advice and number-tracking. Financial planners are helping peo...
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Voices of FPA from 2017-10-17T11:07:48
In this week’s Voices of FPA episode, we had the pleasure of hearing from so many wonderful planners attending the 2017 FPA Annual Conference in Nashville, Tennessee. Hearing their stories, asking ...
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Ben, Belgium, and Behavioral Finance from 2017-10-10T15:57:32
This week we had the pleasure of sitting down with Ben Granjé, a behavioral psychologist. Ben has worked for Morningstar in the past, and is now the managing director at Beconomics, a consulting fi...
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Live Big with Dr. Dave Yeske from 2017-10-03T09:00:26
Today we are incredibly excited to have Dr. Dave Yeske, CFP® back with us on #YAFPNW. He is one of the giants in our profession and was recently selected as the 2017 P. Kemp Fain, Jr., Award recip...
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FPA Journal in the Round: the Next Generation of Planners Shifting the Paradigm from 2017-09-26T13:00:02
In this week’s #YAFPNW we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike. We sit in with Yusuf Abugideiri...
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Finding Your Fit in the Financial Planning Profession from 2017-09-19T11:01:31
Eric Roberge, owner and founder of Beyond Your Hammock, had a long journey in the financial planning profession. He shares his story and how he doesn’t regret testing out several different roles be...
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A Wealth of Opportunity from 2017-09-12T04:35:04
In this week’s episode we get to talk with Blair duQuesnay, CFA, CFP®, who has transitioned several times in her career. Blair highlights the wealth of opportunity that is in financial planning, w...
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Stumbling Into Financial Planning from 2017-09-05T14:02:41
Amy Hubble stumbled into financial planning accidentally – and she’s never looked back. In this episode, Amy shares how she got started in financial planning as a trust officer, and what her path t...
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The Future of Financial Planning – FPA DFW Seminar from 2017-08-30T11:29:36
Casey Kupper, CFP® and Hannah Moore, CFP® are back with another in-person FPA DFW #YAFPNW series session recording. This time they discuss The Future of Financial Planning. Be sure to join us for ...
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What We Wish We Knew Before Starting Over from 2017-08-22T16:24:01
We are excited to have Bill, Katie, and Dave back to continue our conversation we started in last week’s episode. This week we discuss what we learned starting over at a new firm and even starting ...
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What We Wish We Knew Before We Left from 2017-08-15T16:10:45
Today’s episode is one of the most important topics we’ve had on the podcast. I hear stories all the time from planners about mistakes they’ve made when they’ve left their firm that have huge negat...
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Athlete, Rebel, and Financial Coach from 2017-08-08T20:37:33
Lauryn Williams, MBA shares her journey as an athlete and three-time Olympic medalist including the advice she wishes she received when she started out when she was 20 and had endorsement deals to ...
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Cost Matters from 2017-08-01T10:49:50
We’re excited to have Jon Luskin, CFP® of Define Financial on #YAFPNW. From his Master’s Thesis (years ago) to his practice today, Jon is passionate about sound investing with lower cos...
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Mr. Tall, Dark, and Handsome from 2017-07-24T15:22:36
I’m so excited to have Bill Simonet, CFP® of Simonet Financial Group on the podcast with us today. Bill shares his career path from a captive insurance agent to an independent broker dealer to now ...
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Don’t Be Afraid to Try Things from 2017-07-16T22:33:59
Today we are joined by Chad Smith, CFP®, a financial planner and part owner of Financial Symmetry. Chad shares his career journey of starting as an intern and now part owner of his company. He’s be...
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The Business of Financial Planning – FPA DFW Seminar from 2017-07-11T19:00:51
We’re back with another in-person FPA DFW You’re a Financial Planner, Now What series session recording. In the June session, Lynn McIntire from Cadent Capital joined Hannah Moore to discuss The B...
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Networking, Vision, and Partnerships from 2017-07-04T10:11:16
Joe Pitzl, CFP® is the founder of Pitzl Financial. Joe shares with us his career story and how “job hopping” helped his career and clarified his vision for the firm he now runs. Joe shares tips on ...
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Wiser Together – The Power of Mentoring from 2017-06-26T15:06:13
Today is the last of a three-part series with Carol Craigie and Catalina Franco-Cicero of Fiscal Fitness Clubs. Carol and Cat were introduced through the FPA Mentor Match program several years ago ...
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From Psychologist to Financial Planner – The Exceptional Career of Carol Craigie from 2017-06-19T13:55:16
For episode two of our our three part series we are joined by Carol S. Craigie, CFP®, ChFC, MA, the founder of Fiscal Fitness Clubs of America. Carol is a “psychologist turned financial pla...
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The Story of NexGen (for NexGen Gathering 2017) from 2017-06-15T17:29:49
FPA NexGen started in 2004 and has quite a story to tell already. With NexGen Gathering happening next weekend, our hope is that those attending will be able to see how special NexGen is, and more ...
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Mixing Fitness with Finance from 2017-06-12T14:07:30
I’m excited to have Catalina M. Franco-Cicero, MS, CFP® of Fiscal Fitness Clubs on the podcast. This episode will be the first of a three part series with Cat and her business partner Carol Craige...
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Bridging Research and Practice: Life Planning from 2017-06-05T14:08:30
Amy Mullen, CFP® is Vice President at Money Quotient®, a non-profit focused on education and research. Money Quotient® provides practical ways to consistently bring life planning into financial pla...
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The Evolution of a Practice from 2017-05-18T14:11:47
Todays’ guest is Jude Boudreaux, CFP® from Upperline Financial Planning and I’m excited to share his story with everyone on the podcast. I first met Jude at a NexGen Gathering right ar...
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Shaping the Profession: Growing Together with Academia from 2017-05-11T14:10:16
This week’s guest is Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University. I’m excited to talk with Nathan about the past, present and futu...
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Processes – FPA DFW Seminar from 2017-05-02T13:54:23
We’re back with the recording of the in-person FPA DFW You’re a Financial Planner, Now What series session on Processes. In this session, Lynn McIntire from Cadent Capital joins Hannah Moore to dis...
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The Story that is Dave Grant: Act 2 from 2017-04-17T14:19:18
Thanks for joining us for part 2 of my interview with Dave Grant from Retirement Matters. Once again, Dave’s willingness to open up and honestly share his experiences as an RIA owner is a bre...
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The Backstory and the Numbers from 2017-04-11T14:50:42
Dave Grant returns for another episode… or two? Dave is one of my good friends and founder of Retirement Matters. One of the things I most appreciate about Dave is his willingness to open up ...
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Silencing the Shoulds from 2017-03-24T16:35:57
Ken Donaldson, a Licensed Mental Health Counselor and author of the book Marry YourSelf First, joins Hannah on YAFPNW to talk about what financial planners can learn from counselors. Ken shares wha...
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Creative, Fee-only, and Successful from 2017-03-16T23:00:23
Holly P. Thomas, a CFP® and author of The Mindful Money Mentality, joins us this week to discuss her career path and financial planning practice. Holly has successfully built a fee-only financial p...
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Reinventing the Firm of the Future from 2017-03-09T23:00:05
Today on the podcast Hannah interviews James Matthews, CFP®, the Managing Director of Blueprint, a next generation financial planning firm in Charlotte, NC. James is on the front lines designing th...
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Research Tells a Different Story from 2017-03-03T14:15:13
We’re excited to welcome Dr. Daniel Crosby, the self described Behavioral finance enthusiast, to YAFPNW. @danielcrosby has a PHD in Psychology and has authored several books on psychology and...
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Virtual Planning – FPA DFW Seminar from 2017-02-23T23:00:38
Casey Kupper, CFP® joins Hannah Moore, CFP® for the February FPA DFW You’re a Financial Planner Now What Seminar Series. Casey and Hannah discuss how Virtual Planning is being used now and ho...
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Building Your Own Thing and Working with Family from 2017-02-16T23:26:47
Stephanie McCullough of Sofia Financial sits down with Hannah to discuss the difficulties of working with your family. Stephanie was a career changer almost 20 years ago (before that she worked for...
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The Most Important Profession in the 21st Century from 2017-02-10T01:08:46
For this week’s episode I sat down with Richard B. Wagner, JD, CFP® to discuss financial planning as a noble profession. I should note: Dick has been a thought leader since the 1980s –...
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Technology Solutions&Skills #fintech #worthdoing from 2017-02-02T23:00:15
Bill Winterberg, the founder of FPPad and one of the leading voices on technology in the financial planning profession, joins us today to discuss his career path, the life of an entrepreneur and th...
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Elderly Clients with Rick Kagawa from 2017-01-26T20:00:45
Today’s episode we are doing something a bit differently. Instead of the normal format, we have our first case study to share with you. Rick Kagawa from Capital Resources joins us to share with you...
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What is Financial Planning? from 2017-01-20T01:18:48
We are excited to have Elissa Buie join us to discuss what is financial planning. She owns one-half of the Yeske Buie firm which is on the front lines of pushing our profession forward. Elissa sits...
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The Brave Millennial from 2017-01-12T23:15:21
Some of my most valuable learning opportunities have come from people outside the financial planning profession and Laura Youngkin is no exception. Laura is the founder of The Brave Millennial, whi...
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New Year, New Show? from 2017-01-05T23:00:31
Hannah Moore, CFP® and owner of Guiding Wealth Management goes from the interviewer to the interviewee. Charlie Moore, the person responsible for the weekly editing steps out and is the one to inte...
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In on the Ground Floor from 2016-12-21T15:15:20
Dan Mauck is a Senior Financial Advisor and Director of Operations at Clintsman Financial Planning. Dan shares with us how working at Arthur Anderson early in his career helped shape him as a finan...
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The Importance of Processes with Deborah Fox from 2016-12-11T23:30:37
Deborah Fox, the CEO of Fox College Funding and the Fox Financial Planning Network joins us to share the importance of processes and how it can impact you, whether you are in a firm or have your ow...
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Career Changes with Kirsten Ismail from 2016-12-04T20:00
Kirsten Ismail, Vice President of The Taylor Group, joins us for an interview where she discusses the challenges of being a career changer and entering the profession as a woman. She attributes muc...
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Sales with Glenn Mattson from 2016-11-20T20:30:19
“Sales” is viewed as a dirty word, but Glenn Mattson wants to change that. Glenn has been a coach for financial advisors for many years and shares his experience in working with advisor...
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Episode 26 – Sophia Bera from 2016-11-13T20:30:47
Sophia Bera joins us today to share her story on becoming the financial planner for millennials. Sophia saw the need to bring financial planning to her generation and was one of the first to creat...
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Episode 25 – Dave Yeske from 2016-11-06T18:00:20
I am excited to have Dr. Dave Yeske on today’s podcast! Dave is the current Practioner Editor of the Journal of Financial Planning, past President of the national Financial Planning Associati...
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Episode 24 – Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II from 2016-10-27T15:22:41
Ed Gjertsen II joins us for an in-depth look at the new fiduciary rule and provides crucial insight the upcoming changes to our profession. Ed is currently the Chairman of Financial Planning Associ...
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Episode 23 – Dennis Moore from 2016-10-20T22:15:01
So often when I hear people talk about financial planning careers, they assume you want to be a lead advisor. Today we have Dennis Moore, who shares his career progression and how he transitioned f...
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Episode 22 – Networking from 2016-10-13T23:04:04
Today we have another recorded #YAFPNW meetup with Lynn McIntire from Cadent Capital. Our topic this meeting was Networking. Networking is one of the most advantageous skills to learn, both from a ...
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Career Transitions from 2016-09-29T23:46
Starting a second career is never an easy task. Today we share with you Ron Turner, a career changer who started his own RIA. After five years in the business and hiring his own financial planne...
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Episode 20 – Scott Kahan from 2016-09-22T23:26:13
On today’s episode, we are sharing Scott Kahan’s story with you. Scott’s story is pretty incredible on several levels. Scott started his RIA 30 years ago when he was in his 20s, w...
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Episode 19 – Mike Mills from 2016-09-15T19:52:34
On today’s episode we have Mike Mills who is 18 years into his financial planning career and started out on his own when he was in his mid-20s. He has great insight for those who are startin...
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Episode 18 – Caleb Brown from 2016-09-08T20:37:23
Caleb Brown, MBA, CFP®, started his career working for a small RIA and volunteering for local financial planning groups. Through that experience, he started New Planner Recruiting, which pairs fin...
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Episode 17 – Brad Baldridge from 2016-09-02T00:13:20
This week we have Brad Baldridge, the face and voice behind Taming the High Cost of College. Brad has his own financial planning firm and shares his story on how he started out. He also shares wit...
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Episode 16 – Katie Brewer from 2016-08-25T01:19:37
We are back and today’s guest is Katie Brewer, CFP®. She started Your Richest Life as a Fee-Only financial advisory firm to provide “honest and independent” financial advice to X ...
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Episode 15 – Another Firm Owner’s Perspective from 2016-08-17T23:11:03
This week we continue our discussion with firm owners to help young planners navigate their career paths. Our guest started his own financial planning firm and sold it, all well before his 40s. He ...
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Episode 14 – A Firm Owner’s Perspective from 2016-08-10T21:49:59
This week’s guest is Thomas E. Murphy, CFP®, AIF®, the Chief Executive Officer at Murphy & Sylvest. He has kindly shared with us his insight into the financial aspects of running a firm a...
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Episode 13 – Blogging for Financial Advisors from 2016-08-03T15:31:07
Welcome back to another episode of You’re A Financial Planner; Now What? I recently gave a presentation titled “Blogging for Financial Advisors” to the Dallas FPA NexGen group and...
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Business Models from 2016-07-27T19:36
This episode features the June meetup in Dallas where I am once again joined by Casey Kupper, a CFP® and CFA® from Cadent Capital. We discuss business models in the financial planning profession...
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Episode 11 – Moving the Profession Forward from 2016-07-13T22:13:58
For this episode, we take you inside the 2016 FPA Retreat to share a great conversation on Moving the Profession Forward through Young Advisors. This conversation touches on examples of how young p...
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Episode 10 – History of Financial Planning from 2016-07-06T17:03:40
For this episode we have a treat. Dr. Dave Yeske, CFP® was kind enough to send us a recorded speech by one of the founders of our profession – P. Kemp Fain, Jr. P. Kemp Fain, Jr. gave this sp...
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Episode 9 – Listener Letter “Feeling Stuck” from 2016-06-29T15:57:08
Dave Grant is an internationally known planner from the Chicago-land area and in this episode he helps us to respond to an e-mail from Kristen, a financial advisor and listener. She shared with us...
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Casey's Career Path from 2016-06-22T19:23
This episode features a round table discussion about career paths held on April 14th, 2016. The discussion is led by Hannah Moore, CFP® and Casey Kupper, CFP®, CFA®, a Wealth Advisor at Cadent C...
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Episode 7 – Partnerships from 2016-06-15T12:14:58
In this episode, Rett Dean and Sean Kelleher share insights from their partnership at Riverchase Financial Planning. What does a picture from the Grand Canyon have to do with their partnership? Joi...
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Designations from 2016-04-18T14:50
This episode is based on a roundtable discussion about designations held on February 18th, 2016. The discussion is led by Hannah Moore, CFP® and Lynn McIntire, CFP®, CAP®, CLU, AIF, registered ...
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Episode 5 – Ben Briggs from 2016-04-13T17:08:18
Ben Briggs, CPA, CFP® is a Senior Financial Planner at RGT Wealth Advisors. On this episode, Hannah continues the discussion of designations. Ben discusses his non-traditional route to financial p...
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Episode 4 – Sameer Somal from 2016-03-18T13:02
Sameer S. Somal, CFA, CFP® is a speaker, educator, and Chief Financial Officer with Blue Ocean Global Wealth and Blue Ocean Global Technology. On this episode, Sameer discusses the CFA designation,...
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Episode 3 – Susan Bradley from 2016-02-08T14:15:42
Susan Bradley, CFP®, CeFT™ is the founder of the Sudden Money® Institute and author of Sudden Money: Managing a Financial Windfall. The Institute trains financial advisors and other professionals i...
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Episode 2 – Roger Whitney from 2016-01-29T15:58:42
In this podcast we continue our discussion about financial planning designations with Roger Whitney, CFP®, CIMA®, CPWA®, AIF®. Roger is a partner at WWK Wealth Advisors and publishes the Retirement...
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Episode 1 – Neil Maxwell from 2016-01-27T22:17:28
Confused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients. On this episode I discuss professional designations in the financial planni...
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