You're a Financial Planner, Now What?
304 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 64 ratingsExploring the world of Financial Planning. Accelerating your career.
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Episodes
The Fast-Track to Partnership
December 30, 2021 10:00 - 47.5 MBAndrew 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 the unique aspects of exit planning. Andrew spoke with Hannah about how he became a partner so young, what partnership in a small firm is really like, and what he credits with his happiness and success.
Financial Planning for Streamers
December 28, 2021 10:00 - 34 MBGalen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances, a financial planning firm tailored toward millennials with a focus on Twitch streamers. Quite the niche, right? In the latest episode of YAFPNW, Galen and Hannah Moore, CFP®, talk about the unique challenges of planning for streamers, his experience running his own business, work-life balance, and more.
Get Ready to Be Uncomfortable: Mastering the Growth Mindset
December 21, 2021 10:00 - 44.6 MBStephanie 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 Hannah Moore, CFP®, about how you can tweak your mindset to achieve more wealth and wellbeing in your practice and how you can mindfully craft your work life, even if you’re an employee.
Crypto and Blockchain in the Profession
December 14, 2021 10:00 - 32.5 MBScott McKenna is the Vice President of Osprey Funds, a digital asset investment firm that offers secure, cost-effective access to select crypto. In this new episode of YAFPNW, Scott and Matt Fizell, CFP®, discuss why crypto funds are so important to the profession and why financial planners should learn as much as they can about crypto and blockchain technology.
Serving Younger Clientele with Project-Based Planning
December 07, 2021 10:00 - 37.1 MBJustin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning, a firm that caters to millennials and fitness entrepreneurs. In the latest episode of YAFPNW, Justin and Hannah Moore, CFP®, discuss the launch of his firm, important skills like networking, how Assist FP caters to a younger clientele, and more.
5 Tools to Break Down Behavioral Blocks
November 30, 2021 10:00 - 37.9 MBMaggie 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 coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.
Flexing Your CFP®: Roles in Fintech and RIA Development
November 23, 2021 10:00 - 46.7 MBGreg 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 Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.
Understanding Your Strengths in a Changing Investment Landscape
November 16, 2021 10:00 - 37.2 MBSimon 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 his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.
Changing Communities Through Financial Planning & Entrepreneurship
November 09, 2021 10:00 - 40.1 MBTremaine 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 entrepreneur, and how she serves the public through comprehensive financial planning and financial literacy.
You Don’t Have to Compromise Who You Are
November 02, 2021 09:00 - 27.8 MBMariana 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 about what it’s like to be at the early stages of crafting her career and the path she took through professional designations. They also discuss how nurturing your networks can help you express your values and grow your capabilities as a financial planner.
Becoming a Trusted Resource in Medicare Planning
October 26, 2021 09:00 - 35.9 MBToday’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 are approaching … or are in retirement. If you don’t work with older clients just yet, don’t worry, there’s a lot of good information that will help you and your clients plan for the future.
Challenging Assumptions & Researching Answers
October 19, 2021 09:00 - 39.5 MBIn 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 curiosity and desire for data driven decisions led him to challenge the assumptions financial planners make.
How to Thrive in a Mid-Career Transition
October 12, 2021 09:00 - 30.3 MBDanika 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 steps you must not skip, and what it means to thrive after the transition.
Three Reasons Why You Should Embrace Philanthropic Solutions
October 05, 2021 09:00 - 36.9 MBEd 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 professionals develop charitable giving solutions for their clients. Ed spoke with Hannah Moore, CFP®, about how philanthropy can help you manage your clients’ tax liabilities, fulfil their values, and engage millennial clients on issues that matter to them.
Forty Years of Perspective on the Profession
September 28, 2021 09:00 - 37.2 MBMike 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 evolve. He spoke with Hannah Moore, CFP®, about how the life of a financial advisor has changed, how professional designations will impact your career, and what it will take for you to thrive through the changes ahead.
Support Roles, Broker-Dealers, and Other Opportunities to Love Your Career
September 21, 2021 09:00 - 48.6 MBJasen 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 how new planners can navigate increasingly complex career decisions.
Empathy, Education, and Automation for the Win
September 14, 2021 09:00 - 42.3 MBSpenser 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 hear. Spenser sat down with Hannah Moore, CFP®, to talk about how he worked his way out of his previous musician lifestyle to become a champion of financial literacy.
Bridging the Gap: Partnering Effectively with Your Client’s Tax Planner
September 07, 2021 09:00 - 33.2 MBSteven 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 to better serve mutual clients. He sat down with Matt Fizzell, CFP®, to talk about how collaboration can provide enhanced value to both professions. They also discuss why collaboration has been a struggle in the past and how you can build a mutually beneficial partnership with your client’s tax plann...
Leveling Up in Behavioral Finance: 3 Strategies from a Clinical Psychologist
August 31, 2021 09:00 - 31.1 MBJoy 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 required to achieve financial plans. She spoke with Hannah Moore, CFP®, about three key strategies that every planner should use to meet their client’s psychological needs. They also discuss how to avoid burnout caused by the intense emotional demands of our profession.
Engineering Serendipity with Mentorship in Small Firms
August 24, 2021 09:00 - 38.6 MBCJ 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 career in a small firm where he can see himself growing happily for the rest of his working life. He shares about the essential values, habits, and supports that you can cultivate to build your own big dreams in small businesses.
Bet on Yourself: Build a Brand, Own Your Career
August 17, 2021 09:00 - 34 MBThomas 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 speaks with Matt Fizell, CFP®, about why he left a wirehouse role to take a chance on building his own brand. In this episode, you’ll hear what Thomas has learned about content marketing that can help you build the career you really want.
Helping People Go from Broke to Awesome as a Financial Coach
August 10, 2021 09:00 - 40 MBGarrett 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 of debt and start the journey toward mastering their money. He sat down with Hannah Moore, CFP®, to talk about how coaching differs from advising, why it matters in the profession, and how the skills and model of financial coaching can benefit any practice.
Pro Bono Planning Matters: A Firsthand Account
August 03, 2021 09:00 - 40.5 MBThe 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 Bono for Cancer Campaign, they’ve partnered with the FPA National and Family Reach to provide free financial planning to help families cope with the extraordinary financial burdens that come with a cancer diagnosis. In this episode, Hannah Moore, CFP®, spoke to Raven, a client of Family Reach, Robert Sharer, t...
Countdown to Disruption: Preparing for the Blockchain World
July 27, 2021 09:00 - 43.6 MBRic 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, CFP®, to discuss what advisors need to know about the game-changing impacts of bitcoin and blockchain technology.
Serving a Special Niche in Special Needs
July 20, 2021 09:00 - 36 MBMatthew 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 control of his career, started his own firm, and niched down in an area where his interests and experience met with great demand.
Being an Awesome Manager
July 13, 2021 09:00 - 41 MBMaddi 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 managing people, what makes a great leader, and how the rest of us can be more comfortable and effective when we’re at the helm.
Showing Up for Your Community
July 06, 2021 09:00 - 43 MBPam 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 break down financial barriers for people of color. She spoke with Hannah Moore, CFP®, about how her team provided powerful outreach during the COVID pandemic, and how showing up and paying attention can help change lives and right wrongs in the financial system.
Subscription Fees: The Opportunities and the Pitfalls
June 29, 2021 09:00 - 47.9 MBSubscription 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 find out, Hannah Moore, CFP®, sat down with three planners from around the country who provide different types of subscription services through their firms.
The Essential Skills of Behavioral Finance
June 22, 2021 09:00 - 47.7 MBBrendan 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 unavoidable role it plays in every client interaction. They also discuss how we can all develop better behavioral coaching skills for mutually satisfying client relationships.
Unsung Benefits of the Paraplanning Path
June 15, 2021 09:00 - 53 MBJared 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 available on the paraplanning career path and how it gave him the breadth of knowledge to eventually open his own RIA with confidence.
Fintech vs. the Human Advisor
June 08, 2021 09:00 - 68 MBNatalie 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 better for the average customer, what human advisors provide that can’t be replaced, and what the profession can learn from fintech to make financial planning services more client-centric and impactful.
The Next Generation within a Firm
June 01, 2021 09:00 - 64.1 MBSuccession 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 with two young planners who are in the thick of it. Kevin Cassidy, CFP®, is the Next Gen director at FPA Houston and is in the midst of succession at Veritas Wealth Management. Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, is the founder of Ellevate, a financial planning firm for advisors that specializes in...
All Hands on Deck: Show Up to Help, No Matter What Your Role
May 25, 2021 09:00 - 42.5 MBEvery 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 of what’s possible, though, rising from analyst to President at Miracle Mile Advisors before his 28th birthday. Up next, Matt tells Hannah Moore, CFP®, how he got noticed and how his approach to his career helped him solve problems for his clients and team. Find out what it took for Matt to grow his firm to a m...
When is Enough... Enough?
May 18, 2021 09:00 - 36.3 MBJeremy 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 Christian values led the way for his business. He shares how this unique business approach has allowed him to help people in a way that feels meaningful, without compromising on his faith or life.
Managing Your Career
May 11, 2021 09:00 - 53.3 MBHannah 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 wealth advising at Abacus Wealth Partners. Kurtis Rohlf found financial planning after piloting several service industry start-ups, and Riley Saunders, CFP®, crafted his own role as an internal processes expert at Cassaday and Company. These three share how they explored new opportunities and leverag...
Ask Me Anything
May 04, 2021 09:00 - 49 MBHannah 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 Ask Me Anything session at the FPA Michigan Student Success Summit. She shared the secret sauce behind FPA’s Virtual Externship Program and her excitement about the next generation of planners. You’ll also hear Hannah’s thoughts on the one indispensable skill she believes that up-and-coming financial...
Upheaval, Values, and Adaptability in the Profession
April 27, 2021 09:00 - 39.6 MBMarina 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 immigrants with free financial education and planning. Marina spoke with Matt Fizell, CFP®, about forging your career path in an unpredictable world, and the interesting tax and financial planning needs of Americans living overseas. Hear more of Marina’s thoughts by listening to the episode — including how pl...
Save Up, Show Up, and Don’t Give Up
April 20, 2021 09:00 - 43.6 MBPamela 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 specialized university program paved the way for her firm. They also discuss what the profession can do better to support women and families.
Building Calluses & Growing into Entrepreneurship
April 13, 2021 09:00 - 37.9 MBChad 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 Fizell, CFP®, about starting his own firm at an astonishingly early point in his career, the privileges that made it possible, and his advice to young advisors wondering how to find their own path.
Women in the Conversation
April 06, 2021 09:00 - 27.4 MBStephanie 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’re not a traditional advisor, what the financial planning conversation is lacking for women, and how to find and connect to the parts of the industry that excite you.
Disruption is Coming. Are You Ready?
March 30, 2021 09:00 - 43.7 MBJulia 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 inevitable, and how the profession can better prepare for the next generation of investors.
Know Thyself: The Path to Being a Better Advisor
March 23, 2021 09:00 - 40 MBZaneilia 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 inner and outer signals that have helped her find her way in her career, and her vision of the legacy she wants to leave.
Say What You Think
March 16, 2021 09:00 - 33.8 MBAshby 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 impact you can create on your business and your audience’s goals when you’re committed to creating genuinely helpful content.
Automation and Online Branding
March 09, 2021 10:00 - 49.7 MBAngela 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 streamline everything. She also shares how self-acceptance has helped her thrive in every aspect of her business.
Rational and Impactful Goals
March 02, 2021 10:00 - 44.3 MBSamantha 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 their award-winning research and the tool they developed to help financial planning professionals create a clear plan for their clients’ goals, so they can make advised and rational decisions. Be sure to earn .5 hours of CFP Board CE Credit with this episode!
Helping Millennial Couples Align Their Money With Their Values
February 22, 2021 10:00 - 35.3 MBKevin 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 of fee models, how he found a profitable way to serve a non-traditional market, and how you can build a successful business helping the clients you care about.
Helping Large and Small Clients at Scale
February 16, 2021 10:00 - 53.9 MBJD 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 scale and how their rigorous training program produces advisors who can handle the complex interpersonal challenges of talking to people about their money.
Advocacy and Building the Future
February 09, 2021 10:00 - 46.7 MBPatrick 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 financial planning, the importance of professionalizing the profession, and how being active in your local chapter will change your life.
Money Planning and Positivity
February 02, 2021 10:00 - 45.9 MBJacqueline 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 planning profession can do better, and how her dedication to growth built her career.
Career Growth with Purpose
January 26, 2021 10:00 - 49.2 MBChelsea 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 to where she is today. Her goal is to empower women and people of color through accessible financial education and wealth planning. Listen as she shares the mentors and moments that helped guide her through the world of finance, from lack of experience and work that didn’t resonate to connections, ex...