Latest Planners Podcast Episodes
Urban Forecast x 1:100 Podcast: POV Can Architects can be entrepreneurs too?
Urban Forecast - April 22, 2024 08:00 - 48 minutesJoin us for this collaborative episode between Urban Forecast and the 1:100 Podcast. For those who haven’t heard of the 1:100 Architecture Podcast, it is a transformative platform uniting architects and creatives worldwide. Through raw and relatable personal experiences as 7 women of colour, th...
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 ...
In Development Episode 47: Sustainable Solutions Underground: A Conversation with Jordan Denault
In Development Podcast - April 04, 2024 21:01 - 44 minutesIn this episode, listeners are invited to explore waste management and innovation with Jordan Denault, a business development manager at Underground Disposal Systems (UDS). Jordan delves into his work in the waste management industry and its intersection with infill development. The con...
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...
Creating Streets and Making Places: With Nicholas Boys Smith
Urban Forecast - March 25, 2024 08:00 - 49 minutesJoin us in this episode where Nicholas Boys Smith, the Chair of the Government’s Office for Place and Founder of Create Streets, sets out his vision for how we tackle the two fundamental challenges that have changed the direction of planning policy, as well as his career: It matters that we don...
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 ...
Urban Planning and Neurodiversity
Better Planners Podcast - March 18, 2024 14:00 - 49 minutes ★★★★★ - 4 ratingsShelley and Mary are back for another fascinating discussion around urban planning and neurodiversity. In this episode they interview Dr. Gala Korniyenko, who received her PhD at The Ohio State University. Her research explores the nexus of urban design, neuroscience, and the planning process. M...
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...
In Development Episode 46: Building & Beyond - A conversation with Simran Malhi
In Development Podcast - March 14, 2024 16:39 - 1 hourToday on In Development, we're excited to welcome Simran Malhi, Vice President of IDEA and the dynamic co-founder and CEO of Building Supply Depot. Their vision? To revolutionize the procurement of exterior building supplies, offering a seamless experience for builders, contractors, and...
Are we doing International Women's Day right?
Behind The Clipboard Expert Event Tips - March 14, 2024 14:03 - 31 minutes ★★★★★ - 1 ratingTam and Mel attend and manage several IWD events each year. 2024 events got the whole Known Associates office talking about who's doing it well, how some events could improve, and which styles are making genuine, meaningful change. Terence Smith joins the ladies for a robust look at Internatio...
Women in Leadership: Christine Alvero
SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators - March 13, 2024 06:00 ★★★★ - 3 ratingsThe Women in Leadership series explores the life and career path of women in health care leadership roles. Learn how Christine Alvero, DPT, MBA, FACHE went from athletic trainer to Vice President of Hospital Operations.
Pocket Park Ep 1: A RLUIPA Case in Oregon
Better Planners Podcast - March 12, 2024 14:00 - 22 minutes ★★★★★ - 4 ratingsWelcome to the first Pocket Park Episode! These episodes are shorter and focus on current events, stories, studies, etc, that are happening right now in the world. In this episode, Shelley and Mary, focus on a case in Brookings, Oregon that revolves around the Religious Land Use and Institutio...
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...
Beyond Politics: Danny Thorpe's Vision for Inclusive Cities
Urban Forecast - March 05, 2024 16:00 - 54 minutesWelcome to this week's episode of our podcast, where we're joined by Danny Thorpe, former Leader of Greenwich Council whose passion for transforming places was shaped by his upbringing in the Ferrier Estate in Greenwich. In this episode, Danny takes us through his route into politics where his ...
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...
In Development Episode 45: The T5M Connect Story, with David & Melissa Campbell
In Development Podcast - February 23, 2024 12:00 - 58 minutesToday, David and Melissa Campbell join In Development to discuss their award winning missing middle housing development, T5M Connect. From a sign collecting development suggestions written in sharpie to accessibility decisions and landscaping, David and Melissa share their experience bu...
Strengthening Risk Communications & Mitigating Misinformation in Health Care Emergency Management
SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators - February 23, 2024 07:00 ★★★★ - 3 ratingsSuzanne Hendery, Chief Marketing and Customer Officer at Renown Health and SHSMD Board Member; and Alan Shoebridge, Associate Vice President, National Communications Providence and SHSMD President, discuss their impressive session from the 2023 AHA Leadership Summit.
The Entrepreneurial Dad’s Guide to Financial Planning
The Navigating Fatherhood & Business Podcast with Gareth Shears & Shane Hyland - February 22, 2024 10:00 - 23 minutesWe cover off these topics today: The Importance of Financial Planning: Why it's crucial for business owners who are also fathers. Setting Financial Goals: Both short-term and long-term, for your business and family. Risk Management: Insurance and emergency funds to protect your family and bus...
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...
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