Financial Planning

Financial Planning
  • 3.9 (15)
  • INVESTING
  • UPDATED BIWEEKLY
Financial Planning

Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.

  1. JAN 10

    FP podcast host Justin L. Mack signs off

    The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

    5 min

  2. 12/27/2023

    Why RIA custody is ready for another shakeup 

    The RIA custody landscape isn’t what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.

    30 min

  3. 12/13/2023

    Preston Cherry and Tom Rieman break down the ideal advice experience

    The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

    29 min

  4. 11/29/2023

    How to have more impactful ESG conversations with clients

    Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.

    23 min

  5. 11/08/2023

    The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance

    The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.

    23 min

  6. 10/25/2023

    The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia

    From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

    30 min

  7. 10/11/2023

    Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron

    The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.

    22 min

  8. 09/27/2023

    Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane

    As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.

    24 min
See All (100)

Ratings & Reviews

3.9
out of 5
15 Ratings

About

Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.

Information

  • Creator
    Financial Planning
  • Years Active
    2018 - 2024
  • Episodes
    100
  • Rating
    Clean
  • Show Website
    Financial Planning

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