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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Embracing Fintech and the Future
February 11, 2020 16:10 - 49 minutes - 70.6 MBHow can we better the profession through fintech without losing our human selves in the process? This week we talk to Jason Wenk, founder and CEO of digital brokerage platform Altruist, about doing just that.
Better Communication and the Future of Fintech
February 04, 2020 16:51 - 44 minutes - 62.5 MBWhat’s the secret to a great financial advisor and client relationship? Like any other relationship, it’s communication. Learn how Sean Brown’s company, YCharts, is helping financial advisors discover that.
Determine Your Own Career Path
January 28, 2020 14:08 - 33 minutes - 48.2 MBEmily Purdon, CFP®, EA. is a Financial Planning and Process Coach at XY Planning Network. In this episode, Emily discussed the importance of advocating for yourself in your career, the many paths of financial planning, and how to elevate a firm through onboarding. She also shares insights on trends in the profession and their impacts.
Every Type Is Needed: Personality & Planning
January 21, 2020 14:08 - 28 minutes - 40.9 MBKevin Clark, CFP®, Central Ohio NexGen Director, is currently working for Ameriprise as a Certified Financial Planner™. In this episode, he shares how he “fell backwards” into a career in financial planning, how he started his career at a call center, and why different personality types in the financial planning profession are so important.
Making the Profession Worth Signing up For
January 14, 2020 14:08 - 51 minutes - 73.2 MBThis episode features Mark Tibergien, Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing. In this episode, we chat about career paths in financial planning, how we can elevate the profession, and the importance of reverse mentoring. Mark also shares insightful information on making the most of your career as a NexGen planner.
Changes Needed in the Profession (And How We Can Make Them)
January 07, 2020 14:46 - 52 minutes - 74.3 MBIn this episode, we were lucky enough to host financial management consultant Tyrone Ross, Jr. He talks about the current state of the profession in terms of diversity and education, as well as the changes we can make for a successful future.
Inquiry, Regulation, & Massive Changes to Australia’s Financial Services
December 31, 2019 14:08 - 54 minutes - 76.1 MBPaul Greenwood is an experienced Licensed Financial Adviser and a registered Tax Financial Adviser. In this episode, he shares the impact that a royal inquiry is having on the financial services industry in Australia, and what all of us can learn from it.
NexGen Mini Talks: The Future of Financial Planning
December 24, 2019 14:08 - 41 minutes - 58.5 MBIn this episode, recorded at the FPA Annual Conference, we talked to Brent Weiss, CFP®, Kayla Kennelly, CFP®, Bryan Hasling, CFP®, Dan Yerger, CFP®, and Christine Sjolin, CFP®, about their take on the profession, the challenges it faces, and what needs to happen to prepare future generations for success.
From Industry to Profession with Advocacy and Higher Standards
December 17, 2019 14:08 - 44 minutes - 62.7 MBIs financial planning a profession or an industry? What’s the difference between the two, and where is the future of financial planning headed? That’s exactly what we talk about on this week’s episode with Evelyn Zohlen, CFP® and Martin Seay, Ph.D., CFP®. Tune in to hear what they have to say!
Maximizing Your Potential Within the Profession
December 10, 2019 14:08 - 35 minutes - 50.2 MBPreston Cherry, MS, CFP®, is the founder and president of Concurrent Financial Planning Center, LLC, as well as mentor and soon-to-be author. In this episode, he talks about his career goals, starting his virtual firm, mentoring NexGen financial planners, and the winding road that has been his career.
Why Financial Planning Is Needed Now More Than Ever
December 03, 2019 14:08 - 1 hour - 85.3 MBTrudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and public accounting. Here, she shared her insights on careers within the profession, the impact of diversity inclusion, where she sees the profession going, and her mantras for success.
The Generous Impact of The Foundation for Financial Planning
November 26, 2019 15:09 - 39 minutes - 56 MBAlex Armstrong, CFP® is the founder and chairman of Armstrong, Fleming & Moore, Inc. She sits on the board of the Foundation for Financial Planning and is the very first recipient of their Lifetime Achievement Award. Jon Dauphine, CEO of the Foundation for Financial Planning, also joined us for this discussion on pro bono planning.
Embracing Your Story & Your Impact
November 19, 2019 18:17 - 45 minutes - 64 MBOn this episode, Marguerita Chang, CFP® talks about how she’s built a business and reputation in the profession by embracing her story and what makes her different. She shares her background and what led her to financial planning, as well as how to give back within the profession and thank those who’ve come before us.
The Financial Power of Philanthropy
November 12, 2019 14:08 - 43 minutes - 60.9 MBArlene Cogen, CFP®, is a philanthropic leadership consultant and author of Give to Live: Make a Charitable Gift You Never Imagined. During this episode, she shares how she made the transition into philanthropy, what she’s doing to engage the next generation, and why it’s important to make charitable gifts that embody your core values.
Disruption for a New Generation
November 05, 2019 18:46 - 42 minutes - 60.5 MBBrent 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.
From Academia to Award-Winning CFP®
October 29, 2019 13:17 - 34 minutes - 49 MBThis week on YAFPNW, Tom L. Potts, Ph.D., CFP®, talks about how far the profession has come, peer learning, biases and the direction Dr. Potts sees the profession heading. Dr. Potts has played a vital role in the growth of the profession, so don’t miss out on this great chat!
The Quest for “Purpose First” Planning
October 22, 2019 13:08 - 48 minutes - 68.3 MBIan 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.
How Practical Wisdom Helps Clients Navigate Uncertainty
October 15, 2019 13:08 - 41 minutes - 58.8 MBDayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She's also an employee development consultant and coach with a research focus on practical wisdom in the workplace. In this episode, she talks about her research, her book, and how financial planners can engage clients and develop practical wisdom.
Charging What is Fair
October 08, 2019 17:47 - 37 minutes - 54 MBIn this episode, Dan Yerger, MBA, CFP®, AIF®, CDFA®, talks about his extensive work in the financial planning profession, pro bono work, compensation calculations, and why he’s removing transactions from his fee model.
Charging Clients for Exactly What They Want
October 01, 2019 13:46 - 44 minutes - 62.5 MBIn this episode, we talk to Kara Beth Vance, CFP®, who works as an advisor at hourly planning firm, Timothy Financial Counsel, in Wheaton, IL. She shares in the ins and outs of the hourly financial planning model, as well as how it benefits the firm, the advisors, and of course the clients.
Compensation Models: Which One is Right for You?
September 24, 2019 14:44 - 56 minutes - 79.1 MBWhether you work for a firm, own your own, or are part of a succession plan, this compensation model discussion covers a lot of ground. The hosts talk about deciding on a fee model, how models guide your client base and business, and why innovation in the profession may affect your decision.
Banking, Insurance & Investments: Finding Your Role in the Profession
September 17, 2019 15:28 - 23 minutes - 34.6 MBMarina Rodriguez, CFP®, shares her career path from banking and insurance to investments and back to banking. Her story reminds all of us that it doesn’t matter if your financial planning career is a straight path or a winding one — all roads lead to Rome.
Solving Today’s Problems and Building Trust for Tomorrow
September 10, 2019 15:10 - 39 minutes - 56.1 MBCharles Adi is a financial advisor who owns and operates his own firm, Blueprint 360, in Houston, TX. In this conversation, Charles opens up about his background, the path that brought him to financial planning, and how he’s grown a thriving firm from the ground up.
The Correlation Between Mentorship & NexGen Success
September 03, 2019 15:10 - 1 hour - 103 MBRené Nourse is the founder and Managing Director of Urban Wealth Management, a guest commentator on CNBC Closing Bell, and President of the Association of African American Financial Advisors. Listen to René’s insights on the progress of the profession, the role of inclusion, and how to find your place in it on this week’s episode.
Enhancing Client Relationships Through Charitable Giving
August 27, 2019 15:10 - 49 minutes - 69.8 MBJohn Hayes, the Senior Vice President of Charitable Estate Planning at the American Heart Association, shared his insights on charitable giving. John talks about how planning professionals and larger organizations like the American Heart Association are working together more and more to make an impact on the state of charitable giving.
The Importance of Service, Trust, & a Shining Reputation
August 20, 2019 19:04 - 1 hour - 96.7 MBTiffany Aliche, AKA The Budgetnista, is an award-winning financial educator, blogger, podcast host, speaker, and the founder of the Live Richer Academy. On this episode, Tiffany shares her story, how she grew her business into an enterprise, and why service and education are critical in the financial planning profession.
Saying “Yes” to Opportunities & Impact
August 13, 2019 15:10 - 1 hour - 101 MBMichael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, talks to Hannah Moore about managing 65 - 70 hour workweeks, how he’s embraced his visionary strengths, and why the multiplier effect plays a role in everything he does. He also talks about motivation, the balance between effort and workaholism, and how strengths develop over time.
Inside The Next Generation’s Revolution
August 06, 2019 15:10 - 51 minutes - 72.8 MBThis discussion touches on Bob’s expert insights into the current (and past) state of affairs in the profession, and we even ask him to share some of the trends and potential updates he sees coming down the pike. If you want to see how far we’ve come as financial planning professionals in Bob’s lifetime, and what the future holds for next generation planners, this is an episode you don’t want to miss.
Succession Plans, Student Loans & Craft Beer
July 30, 2019 19:48 - 42 minutes - 60.4 MBFrom his unconventional start in financial planning to his current “title” as the Student Loan & Craft Beer Nerd of Pittsburgh, Ryan Galiotto, CFP®, walks us through his story and shares the role that personal branding has played in his work and life.
Where Education and Practice Meet
July 23, 2019 16:19 - 57 minutes - 80.1 MBChristine Damico, CFP®, EA, is a teacher of the profession and trailblazer of her firm. In her many years teaching at Virginia Tech, and now through her residency program at Olio Financial Planning, Christine has developed a clear idea of how focused education and residency programs can impact NexGen planners - and the profession as a whole.
Find Your Place in the Profession
July 16, 2019 14:46 - 50 minutes - 70.6 MBIn 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.
Leveraging Opportunities for Your Career
July 09, 2019 15:26 - 35 minutes - 51.1 MBIn this episode, Molly Balunek gives action items for financial planners to take when they’re looking to be the best CFP® professional - whether they want to develop a career track at their firm or eventually start their own business.
Focus on Your Message
July 02, 2019 19:45 - 36 minutes - 51.8 MBThis episode is perfect for financial planners who are working on improving their marketing strategy for their practice. Whether you love marketing, or you think it’s totally intimidating, Taylor Schulte, CFP®, has some fantastic tips for you!
Finding Your Identity, Purpose, and Impact
June 25, 2019 19:57 - 43 minutes - 62 MBIn this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen planner, and the best ways to communicate your identity in this profession. Ready to dive in? Tune in now!
Forging a Path to Partnership
June 18, 2019 17:04 - 36 minutes - 51.9 MBAdam Werner, CFP®, CPWA®, is a wealth advisor and Vice President of EP Wealth Advisors. In this episode, Adam joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both inside and outside of the office. They also explore how to approach firm owners about ownership conversations and what to expect when you become a partner.
The Value of Next Generation Planners
June 11, 2019 17:02 - 49 minutes - 69.6 MBNathan Harness from Texas A&M and Kate Healy from TD Ameritrade Institutional join us at this year’s NexGen Gathering. Together, they explore a wide range of topics about the next generation of financial planners, and how they plug into the financial planning profession’s landscape.
Changing Careers and Finding Financial Planning Success
June 04, 2019 14:09 - 36 minutes - 52.2 MBValerie Adelman is a career changer at heart. In this episode, she guides fellow career changers through how to navigate the switch to financial planning. She walks us through her experience with prospecting, networking, growing two different financial service businesses, and how to leverage your past experiences to succeed in the financial planning profession.
Merging Career Paths
May 28, 2019 17:24 - 38 minutes - 54 MBWhen Shawn Tydlaska founded Ballast Point Financial Planning, he didn’t have plans of expanding and having to hire. However, as his business grew, it quickly became apparent that he needed help! In this episode, Shawn and his associate planner, Liz Plot, discuss hiring and getting hired at a small financial planning practice.
Showing Up: The Key for Successful Hires and Accomplished Careers
May 21, 2019 15:20 - 46 minutes - 65.3 MBIn this episode, Autumn and Jude go over their own experience with the hiring process, and how other advisors can successfully grow their teams in their own practices. They cover the tips and tricks that made their working relationship successful from the get-go, and the mistakes that many advisors fall into when hiring that can hurt the career progression of their new hire as well as the success of their firm.
A Mindset for Career and Succession Planning Success
May 14, 2019 18:14 - 47 minutes - 67.4 MBDebbie Grose, CFP®, Chief Operating Officer of Lake Tahoe Wealth Management, is a dynamic woman in the world of financial planning. She’s passionate about mentorship, and has often led the charge when it comes to guiding new planners through successful careers. In this episode, Debbie is going over how her experience with succession planning went, what she would have done differently, and how new planners can start conversations around ownership in their own firm.
A Survey of Succession Planning
May 07, 2019 15:31 - 37 minutes - 53.2 MBVanessa Oligino, the Director of RIA Practice Management at TD Ameritrade challenges new planners with succession planning research. She challenges them to really consider what is best for them personally and critically evaluate whether or a firm is one you should buy into. Knowing what’s most important to you as well as what your non-negotiables would be related to firm ownership are critical to identify before considering potential succession opportunities.
The Story of a Merger: Combined Forces and the Future of a Firm
April 30, 2019 15:31 - 50 minutes - 71.6 MBIn this episode, you’ll hear about what spurred Jean and Eric Mote to pursue a merger and build out a succession plan with fellow advisor Quinn Arnold, and how these three advisors combined their practices while still providing exceptional client servi...
Reimagining Mentorship and Financial Planning
April 23, 2019 23:19 - 42 minutes - 59.5 MBIn this episode, Kayla Kennelly shares her experience launching a reverse mentoring program, adopting schools to teach financial literacy, and joining an innovative business model to challenge the way financial planning is being delivered to the masses!
To Integrate and Flourish in a Financial Planning Firm
April 16, 2019 16:47 - 41 minutes - 58.4 MBIn this conversation, Kathy Longo and Michele Lenz each bring an incredibly unique perspective to #YAFPNW listeners. This is a fantastic episode for anyone interested in building a career path, who wants to scale a firm,
Professional Growth and Management
April 09, 2019 16:33 - 46 minutes - 65.3 MBYusuf Abugideiri, CFP®, is a Partner and Senior Financial Planner at Yeske Buie®. In this episode, he explores his own career growth, how he has both managed up, and managed employees, and how he’s grown as a financial planner through intentional mento...
Operations and You: Leadership, Culture, and Careers
April 02, 2019 17:21 - 46 minutes - 65.2 MBJarrod 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 oper...
Career Paths in Banking: From Teller to Financial Planner
March 26, 2019 20:12 - 43 minutes - 61.5 MBIn 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...
Paraplanning: Finding the Perfect Fit
March 19, 2019 19:57 - 35 minutes - 50.1 MBAs the founder of Simply Paraplanner, Alex Hopkin, AFC®, CFP®, has created a home for paraplanners and financial planning firms to connect. Simply Paraplanner offers a space for paraplanners to grow their skillsets and find virtual work,
Insights from Paraplanners About the Financial Planning Profession
March 12, 2019 17:03 - 58 minutes - 81.9 MBIn this round table, our group of four paraplanners share their insights and what they have learned about financial planning having worked with multiple different firms. Don’t miss their fantastic insights into financial planning firms!
Growing a Practice with Project and Hourly Planning
March 05, 2019 19:24 - 53 minutes - 74.8 MBIf you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practice, or wondered how a national, virtual team works together to serve clients on hourly and project-based financial planning cases - t...