AFC + CFP: Complementary credentials for maximum impact

Real Money, Real Experts

English - August 18, 2020 13:00 - 33 minutes - 23.2 MB
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Previous Episode: Leading in (Financial) Crisis: Lessons from AFCPE® President Ryan Law

Next Episode: Addressing Racial Wealth Equity in the Field of Finance

This week co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with Justin Chidester, AFC® and CFP® about the art of private practice. In a time when virtual meetings have become essential, Justin has mastered how to manage remote clients with his practice spanning over 13 states and three countries. The episode dives into Justin's journey from non-profit to private practice and takes a look at what the path looks like from college to fee-only financial planning and helping clients achieve their financial goals.

*Show Notes*
00:52 About Justin
01:52 Starting Wealth Mode Financial Planning
02:50 Financial Adviser vs. Financial Planner
04:29 From non-profit to private practice
05:06 Fee-only financial planning
10:22 How to serve as both and AFC® and CFP®
17:17 Growing your client base
21:35 AFCPE® Symposium Conference
27:28 Your Two Cents

Resource Links:
AFC® Certification: https://www.afcpe.org/certification/accredited-financial-counselor/
Wealth Mode Financial Planning: https://www.wealth-mode.com/
XY Planning Network: https://www.xyplanningnetwork.com/
AFCPE® Symposium: https://www.afcpe.org/symposium/

Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

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