160 episodi

Hannah, Ian, Alexandria, and Matt explore weekly topics to fast track your career. From designations to business models to support your clients, we are on a mission to share insights from across the profession of Financial Planning.

You're A Financial Planner; Now What? FPA

    • Carriere

Hannah, Ian, Alexandria, and Matt explore weekly topics to fast track your career. From designations to business models to support your clients, we are on a mission to share insights from across the profession of Financial Planning.

    Every Type Is Needed: Personality & Planning

    Every Type Is Needed: Personality & Planning

    Kevin Clark, CFP®, Central Ohio NexGen Director, is currently working for Ameriprise as a Certified Financial Planner™. In this episode, he shares how he “fell backwards” into a career in financial planning, how he started his career at a call center, and why different personality types in the financial planning profession are so important.

    • 28 min
    Making the Profession Worth Signing up For

    Making the Profession Worth Signing up For

    This episode features Mark Tibergien, Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing. In this episode, we chat about career paths in financial planning, how we can elevate the profession, and the importance of reverse mentoring. Mark also shares insightful information on making the most of your career as a NexGen planner.

    • 51 min
    Changes Needed in the Profession (And How We Can Make Them)

    Changes Needed in the Profession (And How We Can Make Them)

    In this episode, we were lucky enough to host financial management consultant Tyrone Ross, Jr. He talks about the current state of the profession in terms of diversity and education, as well as the changes we can make for a successful future.

    • 52 min
    Inquiry, Regulation, & Massive Changes to Australia’s Financial Services

    Inquiry, Regulation, & Massive Changes to Australia’s Financial Services

    Paul Greenwood is an experienced Licensed Financial Adviser and a registered Tax Financial Adviser. In this episode, he shares the impact that a royal inquiry is having on the financial services industry in Australia, and what all of us can learn from it.

    • 54 min
    NexGen Mini Talks: The Future of Financial Planning

    NexGen Mini Talks: The Future of Financial Planning

    In this episode, recorded at the FPA Annual Conference, we talked to Brent Weiss, CFP®, Kayla Kennelly, CFP®, Bryan Hasling, CFP®, Dan Yerger, CFP®, and Christine Sjolin, CFP®, about their take on the profession, the challenges it faces, and what needs to happen to prepare future generations for success.

    • 41 min
    From Industry to Profession with Advocacy and Higher Standards

    From Industry to Profession with Advocacy and Higher Standards

    Is financial planning a profession or an industry? What’s the difference between the two, and where is the future of financial planning headed? That’s exactly what we talk about on this week’s episode with Evelyn Zohlen, CFP®​ and Martin Seay, Ph.D., CFP®. Tune in to hear what they have to say!

    • 44 min

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