Latest Financialplanners Podcast Episodes
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...
The Art of Guidance: Using The Right Tools
Elementality for Financial Advisors | Elements Financial Vitals System™ - January 23, 2024 14:00 - 21 minutesExplore the role of financial advisors as guides, uncover the art of identifying client archetypes, and learn how to choose the right tools for effective behavior change in this Elementality episode. Dive into personalized financial guidance for impactful client journeys.
Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell
New Planner Podcast - January 19, 2024 12:00 - 28 minutes ★★★★★ - 23 ratingsTaylor Bell is the Chief Operating Officer and Chief Compliance Officer for Colton Groome Financial based out of Asheville, NC, and she joins the show today to share her story of transitioning into the financial planning profession. If you aren't quite sure yet whether you want to be on the advi...
Validation: What Clients Really Want
Elementality for Financial Advisors | Elements Financial Vitals System™ - January 16, 2024 13:30 - 17 minutesDiscover why client validation is a crucial first step before giving financial advice. Reese Harper and Jordan Haines discuss how financial vitals play a key role in this process and why advisors must transition from controllers to coaches for effective behavior change.
Ep #164: How to Get Your Foot in the Door with Daniel Yerger
New Planner Podcast - January 12, 2024 12:00 - 28 minutes ★★★★★ - 23 ratingsDaniel Yerger is the Founder and President of My Wealth Planners based out of Longmont, CO. He joins the show today to discuss his journey to becoming a financial planner, including how he transitioned from active military service, became aware of the profession, and secured his first position i...
Ep # 378: Building Prosp(a)rity & Bridging the Wealth Divide
XYPN Radio - January 10, 2024 08:04 - 52 minutes ★★★★★ - 127 ratingsJoin us this week as we explore Prosp(a)rity, a non-profit dedicated to nurturing, uplifting, and advancing Black women, and ultimately positioning them to pay it forward to their communities and next generations. Bri Franklin, Co-Founder of Prosp(a)rity, shares her journey — from post-Ivy Leagu...
The Elements Story: From Concept to Success
Elementality for Financial Advisors | Elements Financial Vitals System™ - January 09, 2024 14:00 - 22 minutesDiscover the journey of Elements from its inception at Dentist Advisors to becoming a key tool for many financial advisors. Reese Harper and Ryan Isaac share their insights on the system's impact, its role in enhancing client interactions, and its evolution from manual efforts to sophisticated t...
Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards
New Planner Podcast - January 05, 2024 12:00 - 28 minutes ★★★★★ - 23 ratingsScott Edwards, an Associate Financial Advisor at Rovin Capital in Lehi, UT, joins the show today to share the twists and turns that shaped his path to becoming a financial planner. In this episode, he opens up about the pivotal moment when a meeting with his parents' financial planner sparked hi...
Convert More Prospects With Small Events
Elementality for Financial Advisors | Elements Financial Vitals System™ - January 02, 2024 13:46 - 18 minutesDiscover how small- to mid-sized events can be game-changers for advisors. Reese shares tactical advice on leveraging these events for deeper prospect conversations. Learn the key to intimate prospect engagement and strategies for increasing prospect interactions effectively. Tune in to transfor...
Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore
New Planner Podcast - December 29, 2023 12:00 - 32 minutes ★★★★★ - 23 ratingsGrace Moore is a Private Wealth Advisor in Washington D.C. She stops by the show today to discuss her journey to becoming a financial planner, including how she was able to secure an internship at a financial planning career day—without having taken any financial planning classes. Listen in as...
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
XYPN Radio - December 27, 2023 05:18 - 55 minutes ★★★★★ - 127 ratingsXYPN member, Matt Miner, founder of Miner Wealth Management, joins us on the show today. Matt started his career on the corporate finance side of business. After a few years, he took a break and went to B school to get his MBA, then worked with John Deere in several capacities before his career ...
Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
XYPN Radio - December 27, 2023 05:18 - 55 minutes ★★★★★ - 127 ratingsXYPN member, Matt Miner, founder of Miner Wealth Management, joins us on the show today. Matt started his career on the corporate finance side of business. After a few years, he took a break and went to B school to get his MBA, then worked with John Deere in several capacities before his career ...
Why Everyone Needs a Discussion Partner with Angela Johnson
Elementality for Financial Advisors | Elements Financial Vitals System™ - December 26, 2023 07:10 - 33 minutes“Everyone needs a discussion partner and my role is to help clients as their partner. Elements helps me get those discussions started as clients begin to visualize why their financial picture isn’t in line with their values.” On this Elementality, Abby welcomes Angela Johnson who explains how...
Ep #161: From Bank Channel to Silo RIA with Scott Oeth
New Planner Podcast - December 22, 2023 12:00 - 30 minutes ★★★★★ - 23 ratingsScott Oeth is a financial planner with Cahill Financial Advisors, and he joins the show today to share his captivating journey in financial planning, beginning with his early interest in investing and his initial steps in the banking sector. If you are in another channel and want to transition i...
High Impact, Low Cost Marketing with Jeff Morgan
Elementality for Financial Advisors | Elements Financial Vitals System™ - December 19, 2023 19:10 - 43 minutesFor RIAs with limited resources, how to market your services can seem daunting. Where do you begin? How do you get followers? Despite the obvious obstacles, these ideas can help you kickstart your marketing efforts. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Eleme...
Ep #160: How to Best Negotiate Compensation with Kate Dixon
New Planner Podcast - December 15, 2023 12:00 - 29 minutes ★★★★★ - 23 ratingsKate Dixon is a world-renowned expert on compensation and negotiation, and she stops by the show today to share her wealth of expertise in this topic. If you are looking to become more confident in your negotiations, this is an episode you won’t want to miss! Listen in as Kate shares the essen...
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
XYPN Radio - December 13, 2023 10:00 - 54 minutes ★★★★★ - 127 ratingsIn this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis, where she...
Debt Optimization as a Next-Level Service with Rohit Argawal
Elementality for Financial Advisors | Elements Financial Vitals System™ - December 12, 2023 19:10 - 24 minutesWhen advising clients on how to build their net worth, reducing the cost of their debt is an essential part of the equation. Surveys show the majority of clients want liability optimization … but few advisors offer it. On this Elementality, Abby welcomes Rohit Argawal of Sora Finance, a firm ...
Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan
New Planner Podcast - December 08, 2023 12:00 - 25 minutes ★★★★★ - 23 ratingsDave Ragan is a Financial Planner and Partner at Grunden Financial Advisory based out of Denton, TX. He stops by the show today to discuss his path into the financial planning profession, after initially pursuing a photojournalism career. If you're skeptical about the possibility of someone rema...
The Benefits of Podcasting for Advisors
Elementality for Financial Advisors | Elements Financial Vitals System™ - December 05, 2023 19:10 - 23 minutesThere are few channels as versatile as podcasting. It’s an excellent marketing tool, a great way to build an audience, and it’s easy to start one. But there are some things you need to know before you decide to go live. On this Elementality, Reese Harper offers tips he has gleaned from his ex...
Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield
New Planner Podcast - December 01, 2023 12:00 - 23 minutes ★★★★★ - 23 ratingsKurt Cornfield is a retired financial planner and Professor of Financial Planning at Liberty University. He joins the show today to discuss his career and why he is passionate about growing the Kingdom Advisors Association, the leading advocate for the Christian financial industry. If you are se...
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