Latest Financialplanners Podcast Episodes
Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy
New Planner Podcast - April 26, 2024 11:00 - 27 minutes ★★★★★ - 23 ratingsKate Healy is the CEO and Founder of AdvoKate IQ, LLC, a growth and marketing strategy consulting business that specializes in wealth management firms. She joins the show today to share her story of how she broke into the wealth management space. If you feel you are too young or inexperienced to...
Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore
New Planner Podcast - April 19, 2024 11:00 - 20 minutes ★★★★★ - 23 ratingsCurious about advancing your career in financial planning? Join us as we sit down with Hannah Moore, the mastermind behind the Amplified Planning Externship Program, now in its 5th year. In this episode, Hannah reveals the intricacies of the program, its target audience, and the recent updates. ...
Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn
New Planner Podcast - April 12, 2024 11:00 - 21 minutes ★★★★★ - 23 ratingsColton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're in the wrong channel, this episode is for you! ...
"The Language of Referrals" w/ Bill Cates
Elementality for Financial Advisors | Elements Financial Vitals System™ - April 11, 2024 18:51 - 37 minutesToday we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and...
Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker
New Planner Podcast - April 05, 2024 11:00 - 24 minutes ★★★★★ - 23 ratingsAndy Blacker is an Associate Financial Advisor with Delphinus Financial Advisors, and he joins the show today to discuss how he transitioned to the financial planning profession after 10 years in the Marines. If you are in the military and are considering a career change, this is an episode you ...
Practical Uses For AI Today w/ Jeff Morgan
Elementality for Financial Advisors | Elements Financial Vitals System™ - April 04, 2024 16:16 - 35 minutesWe welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements. In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry....
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
XYPN Radio - April 03, 2024 10:00 - 1 hour ★★★★★ - 127 ratingsI am honored to have Cathy Curtis, CFP ®, founder of Curtis Financial Planning, return to XYPN Radio. It’s been almost three years since Cathy last joined me on Episode 313, (linked below) where she delved into her passion for running a solo practice tailored primarily to women who are single, h...
Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson
New Planner Podcast - March 29, 2024 11:00 - 32 minutes ★★★★★ - 23 ratingsHeath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help financial advisory firms with strategy and executio...
Pursuing Authenticity w/ Justin Castelli
Elementality for Financial Advisors | Elements Financial Vitals System™ - March 26, 2024 15:00 - 41 minutesJustin Castelli opens up about his latest venture into life planning, aiming to revolutionize the way financial advisors engage with clients and themselves. By shedding light on his own transformative experience and the impact of helping others align their financial strategies with their genuine...
Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker
New Planner Podcast - March 22, 2024 11:00 - 29 minutes ★★★★★ - 23 ratingsJoshua Walker is a Financial Advisor with Wright Planning based in Fishers, IN. He joins the show today to discuss his unconventional path to becoming a financial planner, from being hired into his family business serving dairy farmers—a “temporary” role that ended up lasting 20 years—to discove...
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®
XYPN Radio - March 20, 2024 10:00 - 59 minutes ★★★★★ - 127 ratingsToday I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture influenced...
Social Media Success w/ Colin Day
Elementality for Financial Advisors | Elements Financial Vitals System™ - March 19, 2024 17:11 - 47 minutesColin Day, advisor at Correct Capital, shares how he uses Elements and social media to attract and prospect potential clients. In this episode you'll learn: How to think about "client engagement" How Colin leveraged bad luck to create an intersting story How to use Elements to attract and ...
Ep #172: Finding a Fit as a Paraplanner with Joey Covolo
New Planner Podcast - March 15, 2024 11:00 - 25 minutes ★★★★★ - 23 ratingsJoey Covolo is a paraplanner with Blue Heron Capital based out of Denver, CO, and he joins the show today to share how he transitioned into the financial planning profession—even though it wasn't initially on his radar. After starting out as a sports journalism major in college, he pivoted to bu...
Monitor Client Progress with Physicians Thrive
Elementality for Financial Advisors | Elements Financial Vitals System™ - March 12, 2024 13:11 - 27 minutesHow do you monitor and communicate the progress your clients are making? In this episode you’ll learn how Physicians Thrive leverages the Elements platform to fill critical gaps in financial monitoring and planning, ensuring ongoing improvement in their clients' financial health.
Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh
New Planner Podcast - March 08, 2024 12:00 - 38 minutes ★★★★★ - 23 ratingsJason McGarraugh is a Financial Advisor with BentOak Capital based out of Houston, TX, and he joins the show today to share his journey from growing up on a farm to becoming a financial planner. After overcoming academic challenges to excel in graduate school, pass the CFP exam, and succeed in a...
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm
XYPN Radio - March 06, 2024 13:00 - 54 minutes ★★★★★ - 127 ratingsIn this episode, Maddy Roche returns as the full-time host of XYPN Radio. Joining her is XYPN member Jennifer Kang, CFP®, founder of JWK Financial, a thriving RIA based out of New York. Jennifer shares her incredible journey and how she leveraged two decades’ worth of experience in a large wire...
Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen
New Planner Podcast - March 01, 2024 12:00 - 24 minutes ★★★★★ - 23 ratingsMaria Sotomayor and Drew Friesen are the 2022 and 2023 recipients of the New Planner Recruiting Tuition Reimbursement scholarship, and they join the show today to discuss their respective journeys into the financial planning profession. If you are a new or soon-to-be college graduate, this is an...
Advice 2.0: Less Time, More Impact
Elementality for Financial Advisors | Elements Financial Vitals System™ - February 27, 2024 14:00 - 22 minutesTraditional methods to deliver financial advice take a lot of time. Reese Harper and Carl Richards share insights on the limitations of traditional advice delivery and introduce a novel method that transcends time constraints, offering more accessible and efficient financial advice. Learn how to...
Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel
New Planner Podcast - February 23, 2024 12:00 - 21 minutes ★★★★★ - 23 ratingsDeven Patel is a Financial Advisor at Windsor Wealth Planners and Strategists based out of Gainesville, GA, and he joins the show today to share what he does each day as he splits his time between helping senior planners serve existing clients and building his own book of business. If you are se...
Ep #381: The Power of YouTube: Strategies for Building Your Clientele
XYPN Radio - February 21, 2024 08:00 - 47 minutes ★★★★★ - 127 ratingsThis special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an engineer de...
Mastering LinkedIn for Advisors With Ken Anderson
Elementality for Financial Advisors | Elements Financial Vitals System™ - February 20, 2024 14:00 - 22 minutesExplore the power of LinkedIn in financial advising with Ken Anderson of Advisor Appointments. Learn about connecting with the right clients, a four-phased messaging strategy, and how to use a framework like Elements to unlock prospecting online.
Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips
New Planner Podcast - February 16, 2024 12:00 - 25 minutes ★★★★★ - 23 ratingsBecca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pu...
Build A Cohesive Marketing Strategy With David Roberson
Elementality for Financial Advisors | Elements Financial Vitals System™ - February 13, 2024 13:53 - 27 minutesLearn how you can integrate a cohesive marketing story into your firm with David Roberson of Azella. Discover how advisors can create a more accessible and cohesive service through technology and personalized branding. Learn about the power of storytelling in creating a seamless journey from the...
Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard
New Planner Podcast - February 09, 2024 12:00 - 23 minutes ★★★★★ - 23 ratingsJen Pritchard is a Lead Financial Advisor with Bannerman Wealth Management Group. She joins the show today to share her progression through the financial planning industry, detailing her experiences with multiple internships, her first job, and the challenges she faced in finding the right fit. ...
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
XYPN Radio - February 07, 2024 05:39 - 56 minutes ★★★★★ - 127 ratingsJoin us for an insightful episode as we delve into the journey of Tara Tussing Unverzagt, founder of South Bay Financial Partners, and explore her innovative approach to financial planning. This is Tara’s second time on the podcast. You can check out her first appearance on episode 210 at xyplan...
Prospect Power Up: Answer Questions First
Elementality for Financial Advisors | Elements Financial Vitals System™ - February 06, 2024 13:28 - 27 minutesIn this replay of Elementality, Reese and Carl illustrate the power of a single answer. By having their most acute problem solved first, a prospective client is often eager to begin more involved planning discussions. Money is the top cause of stress for Americans. As they look for answers, advi...
Special Episode: Finding Your Path - The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown
New Planner Podcast - February 02, 2024 12:00 - 28 minutes ★★★★★ - 23 ratingsToday, we welcome back Jesse Lineberry to interview Caleb on his new book, Finding your Path: The Roadmap from Student to Successful Financial Planner. If you are looking to excel in the financial planning field, this is an episode you won’t want to miss! Listen in as we dive into the purpose ...
Sharing You Work Publicly with Josh Passler
Elementality for Financial Advisors | Elements Financial Vitals System™ - January 30, 2024 13:22 - 27 minutesDiscover the impact of sharing your work publicly. Join Josh Passler as he shares his journey from advisor to “The FinArtist,” revealing the power of building in public and showcasing work online.
Ep #166: Managing a Paint Store to CFP with Nathan McDuffee
New Planner Podcast - January 26, 2024 12:00 - 23 minutes ★★★★★ - 23 ratingsNathan McDuffee is a Financial Advisor with Oliver Wealth Management based out of Towson, MD, and he joins the show today to share his journey from working as a painter and Assistant Manager at a paint store—and struggling with personal finances—to becoming a successful financial planner. If you...
Ep # 379: Niche Mastery: How to authentically target your audience with Lindsey Young
XYPN Radio - January 24, 2024 10:00 - 53 minutes ★★★★★ - 127 ratingsEmbracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet wealth, shares shares her journey, and how she found success. Lindsey navigated divers...
Related Financialplanners Topics