Building a More Integrated Financial Planning Field with Sasha Grabenstetter, AFC®

Real Money, Real Experts

English - January 17, 2023 19:00 - 27 minutes - 19.1 MB
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Previous Episode: Start Where You Are with Jean Chatzky of @HerMoneyMedia

Next Episode: Helping People Thrive: Employee Financial Wellness with Meghan Lape, AFC®

This week we are excited to welcome Sasha Grabenstetter to the show! Sasha is a new AFCPE Board Member and the Financial Planning Education Consultant at eMoney Advisor who shares AFCPE's passion for creating a more integrated field that better serves all individuals and families.

In this episode, we discuss the benefits of building financial planning practices that offer wrap-around services and talk about the value in building strong referral partnerships between counselors, coaches, and planners. Sasha is a gifted educator with infectious energy, making this a must-listen episode!

Show Notes:
1:36 Why AFCPE and the AFC®?
6:05 What is eMoney?
7:33 Into Sasha's work with eMoney
9:26 How the CFP and AFC complement each other
11:46 Financial planning firms & the ever-changing landscape
16:07 More into referral partnerships and the AFC
21:41 Sasha's advice for connecting to audiences as a podcaster
23:22 Sasha's final 2 cents

Show Note Links:
eMoney Advisor
Apple Seed Program
Connect with Sasha on LinkedIn
Heart of Advice blog

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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