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You're A Financial Planner; Now What?

Updated 4 days ago

Business
Careers
Investing
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Hannah, Ian, Alexandria, and Matt explore weekly topics to fast track your career. From designations to business models to support your clients, we are on a mission to share insights from across the profession of Financial Planning.

Read more

Hannah, Ian, Alexandria, and Matt explore weekly topics to fast track your career. From designations to business models to support your clients, we are on a mission to share insights from across the profession of Financial Planning.

iTunes Ratings

33 Ratings
Average Ratings
30
2
0
0
1

A great starter kit

By eugeorge - May 16 2018
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As a newcomer there are nuggets of wisdom shining through. The podcast is incredibly useful for CFPs

Just Subscribe - You'll Love It!

By Soaking It Up Like A Sponge - Mar 07 2017
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I'm a podcast junkie...and this one is my my favorites list! This is an awesome podcast for anyone in the financial planning industry. Such a wide variety of interviews with industry leaders i.e. Daniel Crosby & Bill Winterberg!

iTunes Ratings

33 Ratings
Average Ratings
30
2
0
0
1

A great starter kit

By eugeorge - May 16 2018
Read more
As a newcomer there are nuggets of wisdom shining through. The podcast is incredibly useful for CFPs

Just Subscribe - You'll Love It!

By Soaking It Up Like A Sponge - Mar 07 2017
Read more
I'm a podcast junkie...and this one is my my favorites list! This is an awesome podcast for anyone in the financial planning industry. Such a wide variety of interviews with industry leaders i.e. Daniel Crosby & Bill Winterberg!

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Cover image of You're A Financial Planner; Now What?

You're A Financial Planner; Now What?

Updated 4 days ago

Read more

Hannah, Ian, Alexandria, and Matt explore weekly topics to fast track your career. From designations to business models to support your clients, we are on a mission to share insights from across the profession of Financial Planning.

Rank #1: Disrupting Portfolio Management with a Flat Fee Business Model

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Scott MacKillop, CEO of First Ascent Asset Management, is determined to help advisors improve their businesses. The asset management part of financial planning comes with a lot of research, monitoring, performance reporting, and more.

Sep 25 2018

46mins

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Rank #2: Live Big with Dr. Dave Yeske

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Dave shows us a blueprint to leaving our mark on the financial planning profession. He shares his insights on what the profession means to him and the importance of growing the financial planning community together.

Oct 03 2017

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Rank #3: Solving the Client Implementation Problem

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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!

Dec 26 2017

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Rank #4: The Future of Financial Planning – FPA DFW Seminar

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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.

Aug 30 2017

52mins

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Rank #5: A Journey From Education to Financial Planning

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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 profession as a career changer. Join us as we follow Eugenié on her path to becoming a financial planner in 2019.

Jan 08 2019

32mins

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Rank #6: Serving Your Generation & Looking to Your Peers

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Sophia Bera joins us today to share her story on becoming the financial planner for millennials.

Nov 14 2016

58mins

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Rank #7: Starting an RIA Serving the Next Generation

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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 practices on a unique model of wealth management that focuses on managing student loans, getting started with investing, and more.

Aug 14 2018

46mins

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Rank #8: Navigating Workplace Dysfunction

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Krista Sheets and Sarah Dale from FPA’s Coach’s Corner are here on this week’s episode of #YAFPNW to talk about how to combat a dysfunctional workplace and build a people-focused team.

Jul 17 2018

1hr

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Rank #9: Find Your Place in the Profession

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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 planning.

Jul 16 2019

50mins

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Rank #10: Fighting for the Fiduciary Standard: FPA’s 2004 Lawsuit Against the SEC

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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 create a division of the two hats in the financial services industry: fiduciary and suitability.

Jul 31 2018

50mins

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Rank #11: Building Your Own Thing and Working with Family

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Stephanie McCullough of Sofia Financial sits down with Hannah to discuss the difficulties of working with your family.

Feb 17 2017

38mins

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Rank #12: Career Paths in Banking: From Teller to Financial Planner

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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 best ways to confidently (and respectfully) advocate for yourself and the career you want.

Mar 26 2019

43mins

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Rank #13: Career Changes with Kirsten Ismail

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Kirsten Ismail joins us on #YAFPNW. She attributes much of her success to her study group thanks to the diversity and support of its members.

Dec 05 2016

44mins

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Rank #14: Sales with Glenn Mattson

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"Sales" is viewed as a dirty word, but Glenn Mattson wants to change that. Join us as we look at what sales really is and what we can do today to better our careers.

Nov 21 2016

47mins

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Rank #15: Tools to Help Facilitate Financial Health

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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 advisors everywhere to add a deeper level of value to the lives of their clients - and they want to help you do the same!

Apr 24 2018

1hr 4mins

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Rank #16: Athlete, Rebel, and Financial Coach

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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 starting her own firm.

Aug 09 2017

47mins

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Rank #17: Reinventing the Firm of the Future

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James Matthews, CFP® joins us to share his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.

Mar 10 2017

58mins

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Rank #18: Operations and You: Leadership, Culture, and Careers

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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 dives deep into what new planners need to know about operations and firm culture.

Apr 02 2019

46mins

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Rank #19: The Quest for “Purpose First” Planning

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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 importance of sharing content with your audience from Day One.

Oct 22 2019

48mins

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Rank #20: Disruption for a New Generation

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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 importance of finding your niche as a CFP® professional, and how we can work together to redefine wealth management.

Nov 05 2019

42mins

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