Creative Financial Planning Using Video - a podcast by Financial Planning Association

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 traits a few other firms share. Colin uses video reviews of financial plans to help his clients.

In this new episode of YAFPNW, Hannah and Colin talk about his use of video, what pushed him to start his own firm, and giving back to his alma mater.

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association