160 episodes

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

    • Business
    • 4.8, 32 Ratings

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.

Customer Reviews

4.8 out of 5
32 Ratings

32 Ratings

eugeorge ,

A great starter kit

As a newcomer there are nuggets of wisdom shining through. The podcast is incredibly useful for CFPs

Soaking It Up Like A Sponge ,

Just Subscribe - You'll Love It!

I'm a podcast junkie...and this one is my my favorites list! This is an awesome podcast for anyone in the financial planning industry. Such a wide variety of interviews with industry leaders i.e. Daniel Crosby & Bill Winterberg!

davegrant82 ,

Required listening for new planners

For all new financial planners in the profession this podcast should be required listening. it takes you through how to progress in your career through conversations with leading planners, and will help you understand where your career should go. Thoughtful questions from Hannah, and a great lineup of guests makes this a great listen.

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