Latest Financialplanners Podcast Episodes
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 ★★★★★ - 131 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...
Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA
XYPN Radio - November 29, 2023 10:00 - 49 minutes ★★★★★ - 131 ratingsMany of our recent guests have discussed how things are 2,3, 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating the corporate l...
Maximize the Impact of Your Content with Jeff Morgan
Elementality for Financial Advisors | Elements Financial Vitals System™ - November 28, 2023 19:10 - 41 minutesIs marketing at the bottom of your to-do list? There are a million things that need to be done for clients, but let’s be honest, marketing would get more attention if you were more confident that you could do it effectively. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing...
Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim
New Planner Podcast - November 24, 2023 12:00 - 27 minutes ★★★★★ - 23 ratingsHayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you! Listen in as ...
Simplify the Complex: Elements’ One-Page Plan with David Hughes
Elementality for Financial Advisors | Elements Financial Vitals System™ - November 21, 2023 19:10 - 24 minutesYou want clients to bridge the financial gap between today and the future. A one-page plan gives them a roadmap for getting from here to there and answers their core questions: "How am I doing?" and "What should I do next?" On this Elementality, Abby welcomes David Hughes who explains how the...
Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute
New Planner Podcast - November 17, 2023 12:00 - 43 minutes ★★★★★ - 23 ratingsToday we have Ryan Huey and Franklin Matute of Roserock Wealth Management, based out of Dallas, TX, joining the show. They discuss how they found financial planning early on, starting their careers right out of college. If you are a soon-to-be new college grad beginning your financial planning c...
Ep #374: When Your Life Partner Makes for the Best Business Partner
XYPN Radio - November 15, 2023 12:30 - 56 minutes ★★★★★ - 131 ratingsJoin us on this episode of XYPN Radio as we introduce you to Tim and Alexis Woodward, co-founders of Blend Wealth. These financial planners decided to blend not just their lives but also their financial expertise, serving blended families and business owners. Discover how they've diversified t...
Maximizing Your Impact With Tax Planning with Roger Pine
Elementality for Financial Advisors | Elements Financial Vitals System™ - November 14, 2023 19:10 - 31 minutesEvery client has this one thing in common … they want to reduce their taxes. And tax planning is immediate, it’s tangible, it’s one of the few things you can do for clients that’s not based on helping them make behavioral changes. On this Elementality, Abby interviews Roger Pine of Holistipla...
Ep #156: Starting as a CFP then Joining the Military with Jon Harrington
New Planner Podcast - November 10, 2023 12:00 - 22 minutes ★★★★★ - 23 ratingsJon Harrington is a Financial Planner and Partner at Milestone Financial Planning based out of Bedford, NH, and he stops by the show today to discuss his path into the financial planning profession. If you are passionate about helping members of the military with their financial affairs, this is...
Talking With Your Clients: The Key to Retirement Planning
Elementality for Financial Advisors | Elements Financial Vitals System™ - November 07, 2023 19:10 - 24 minutes“When can I retire?” It may be the #1 question planners get asked. And an answer like, “Just save this much monthly” won’t do since lifestyle choices and economic uncertainty mean the answer isn’t easy to project. On this Elementality, Reese explains to the clients of his RIA why there’s a c...
Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt
New Planner Podcast - November 03, 2023 11:00 - 24 minutes ★★★★★ - 23 ratingsTanner Merritt is a Financial Counselor with Zeiders Enterprises, and he joins the show today to discuss his path into the financial planning profession. Starting with his transition after 6 years in the Army to majoring in Natural Resource Management, he ultimately made his way to financial cou...
Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE
XYPN Radio - November 01, 2023 10:00 - 1 hour ★★★★★ - 131 ratingsWhat does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael Kitces met onstage this year to review the highlights of the seventh...
Building Trust and Authority With a White Paper
Elementality for Financial Advisors | Elements Financial Vitals System™ - October 31, 2023 06:10 - 27 minutesIn an era defined by tweets, does a white paper offer any value to a small RIA firm? The answer is a resounding ‘yes’! White papers persuade like an article, offer information like a brochure, educate, and promote your services. On this Elementality, Carl explains how you can write a white pa...
Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff
New Planner Podcast - October 27, 2023 11:00 - 21 minutes ★★★★★ - 23 ratingsMakemma Cockrell Wolff is an Associate Relationship Manager at Avion Wealth, and she joins the show today to discuss her path into the financial planning profession. If you are feeling frustrated in your job search and are thinking about giving up, this is an episode for you! Listen in as Make...
A Better Understanding of Financial Health with Eric Rodriguez
Elementality for Financial Advisors | Elements Financial Vitals System™ - October 24, 2023 18:10 - 39 minutesMost people are more concerned about what is going to happen in the next few years, not the next 50 years. They want to enjoy the present. On this Elementality, Abby welcomes Eric Rodriguez of Wealth Builders LLC, who explains how to empower clients to make informed decisions by using Element...
Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson
New Planner Podcast - October 20, 2023 11:00 - 21 minutes ★★★★★ - 23 ratingsDr. Philip Gibson is a Finance Professor and Financial Advisor based out of Rock Hill, SC, and he joins the show today to share how he entered the financial planning profession. Recounting his journey from Jamaica to the U.S. for college, where a mentor's suggestion at Prairie View A&M put finan...
Ep #372: How To Find Success While Doing the Next Right Thing
XYPN Radio - October 18, 2023 12:00 - 55 minutes ★★★★★ - 131 ratingsDoing the right thing in the financial world often involves speaking up and knowing when to go your own way. This is in no way an easy thing, but has time and time again been a source of joy for advisors. Our guest today, Mike Kelly, CFA®, CFP®, and founder of Switchback Financial has pursued do...
Making Quality Advice Available to All with Rob Rickey
Elementality for Financial Advisors | Elements Financial Vitals System™ - October 17, 2023 18:10 - 50 minutesMany people say nothing makes them feel more confident in life than to have their financial house in order. And for some, to accomplish it, they need to rely on help. So how do we get the option of good fiduciary planning to everyone? On this Elementality, Reese interviews Rob Rickey of Strai...
Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey
New Planner Podcast - October 13, 2023 11:00 - 27 minutes ★★★★★ - 23 ratingsEnjoli Ramsey is a Certified Financial Planner and Navy vet who joins the show today to take us through her unconventional journey into the financial planning profession. If you are looking to change your career to financial planning, then this is an episode for you! Listen in as she recounts ...
Leveraging Instagram for Social Prospecting with Colton Etherton
Elementality for Financial Advisors | Elements Financial Vitals System™ - October 10, 2023 18:10 - 24 minutesProspecting still requires some level of personal connection. Gone are the days of cold calling—now social media offers that link to prospects and lets you target your customers, connecting with them at your fingertips. On this Elementality, Abby talks with Colton Etherton of Out of Office Pl...
Special Episode: Office Hours with CFP Program Directors Martin Seay and Jesse Lineberry
New Planner Podcast - October 06, 2023 11:00 - 46 minutes ★★★★★ - 23 ratingsToday we have Martin Seay, the Department Head of Personal Financial Planning at Kansas State University, and Jesse Lineberry, the Director of the Financial Planning Program at Virginia Tech University, on the show. The pair join the podcast for office hours to chat about all things financial pl...
Ep #371: How Life's Detours Can Support Your Dream Job
XYPN Radio - October 04, 2023 12:00 - 55 minutes ★★★★★ - 131 ratingsYour RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she has taken a...
Simplify Financial Planning With Elements with Dale Shafer
Elementality for Financial Advisors | Elements Financial Vitals System™ - October 03, 2023 18:10 - 32 minutesHow am I doing? Getting that question answered is often on the mind of people who seek out a financial advisor. Helping them articulate and define their financial purpose so you can provide the best answer is your challenge. On this Elementality, Abby welcomes Dale Shafer, of Life Moves Wealt...
Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence
New Planner Podcast - September 29, 2023 11:00 - 19 minutes ★★★★★ - 23 ratingsVictoria Lawrence is an Associate Financial Planner with Morris Financial Concepts in Charleston, SC. She joins the show today to share her unique journey from aspiring investment banker to financial planner, including how she entered the financial planning profession. If you are seeking to get ...
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