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
Episode 4 – Sameer Somal
March 18, 2016 17:02 - 5 MBSameer S. Somal, CFA, CFP® is a speaker, educator, and Chief Financial Officer with Blue Ocean Global Wealth and Blue Ocean Global Technology. On this episode, Sameer discusses the CFA designation, including the requirements, advantages, resources and career paths it opens up. Hear why Sameer believes there’s never been a greater opportunity to join the […]
Episode 3 – Susan Bradley
February 08, 2016 19:15 - 31 minutes - 42.9 MBSusan Bradley, CFP®, CeFT™ is the founder of the Sudden Money® Institute and author of Sudden Money: Managing a Financial Windfall. The Institute trains financial advisors and other professionals in Financial Transitions Planning, a unique set of process and tools for managing the human dynamics of financial change. Susan created the institute because she realized that […]
Episode 2 – Roger Whitney
January 29, 2016 20:58 - 30 minutes - 42.4 MBIn this podcast we continue our discussion about financial planning designations with Roger Whitney, CFP®, CIMA®, CPWA®, AIF®. Roger is a partner at WWK Wealth Advisors and publishes the Retirement Answer Man Blog and Podcast. Roger’s pursuit of his designations was born of a desire to be the smartest person in the room when advising clients. […]
Episode 1 – Neil Maxwell
January 28, 2016 03:17 - 33 minutes - 45.9 MBConfused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients. On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA. Neil is the founder and CEO of Maxwell Wealth Planning, Inc. Based out of Colorado, Neil provides financial […]