You're a Financial Planner, Now What?

Financial Planning Association
  • 4.7 (64)
  • 职业
You're a Financial Planner, Now What?

Exploring the world of Financial Planning. Accelerating your career.

  1. 2021/12/30

    The Fast-Track to Partnership

    Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning.Andrew spoke with Hannah about how he became a partner so young, what partnership in a small firm is really like, and what he credits with his happiness and success.

  2. 2021/12/28

    Financial Planning for Streamers

    Galen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances (https://buffyourfinances.com/), a financial planning firm tailored toward millennials with a focus on Twitch streamers. Quite the niche, right? In the latest episode of YAFPNW, Galen and Hannah Moore, CFP®, talk about the unique challenges of planning for streamers, his experience running his own business, work-life balance, and more.

  3. 2021/12/21

    Get Ready to Be Uncomfortable: Mastering the Growth Mindset

    Stephanie Bogan is a high-performance business coach at Limitless Advisor Coaching, where she helps advisors, leaders, and founders align their career with their ideal lifestyle. She spoke with Hannah Moore, CFP®, about how you can tweak your mindset to achieve more wealth and wellbeing in your practice and how you can mindfully craft your work life, even if you’re an employee.

  4. 2021/12/14

    Crypto and Blockchain in the Profession

    Scott McKenna is the Vice President of Osprey Funds (https://ospreyfunds.io/), a digital asset investment firm that offers secure, cost-effective access to select crypto. In this new episode of YAFPNW, Scott and Matt Fizell, CFP®, discuss why crypto funds are so important to the profession and why financial planners should learn as much as they can about crypto and blockchain technology.

  5. 2021/12/07

    Serving Younger Clientele with Project-Based Planning

    Justin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning (https://assistfp.com/), a firm that caters to millennials and fitness entrepreneurs. In the latest episode of YAFPNW, Justin and Hannah Moore, CFP®, discuss the launch of his firm, important skills like networking, how Assist FP caters to a younger clientele, and more.

  6. 2021/11/30

    5 Tools to Break Down Behavioral Blocks

    Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.

  7. 2021/11/23

    Flexing Your CFP®: Roles in Fintech and RIA Development

    Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.

  8. 2021/11/16

    Understanding Your Strengths in a Changing Investment Landscape

    Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.

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关于

Exploring the world of Financial Planning. Accelerating your career.

信息

  • 创作者
    Financial Planning Association
  • 活跃年份
    2016年 - 2021年
  • 单集
    288
  • 分级
    儿童适宜
  • 版权
    © Copyright 2023 You're a Financial Planner, Now What?
  • 节目网站
    You're a Financial Planner, Now What?

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