272 episodes

Exploring the world of Financial Planning. Accelerating your career.

You're a Financial Planner, Now What‪?‬ Financial Planning Association

    • Business
    • 4.7 • 56 Ratings

Exploring the world of Financial Planning. Accelerating your career.

    Empathy, Education, and Automation for the Win

    Empathy, Education, and Automation for the Win

    Spenser Liszt, CFP®, is a financial planner at Paradigm Advisors. These days, he helps young families make informed decisions about their money. His journey to this work wasn’t linear, as you’ll hear. Spenser sat down with Hannah Moore, CFP®, to talk about how he worked his way out of his previous musician lifestyle to become a champion of financial literacy.

    Bridging the Gap: Partnering Effectively with Your Client’s Tax Planner

    Bridging the Gap: Partnering Effectively with Your Client’s Tax Planner

    Steven Jarvis, CPA, is the co-founder, CEO, and head CPA at Retirement Tax Services. He also hosts their podcast, where he aims to bridge the gap between tax professionals and financial planners to better serve mutual clients. He sat down with Matt Fizzell, CFP®, to talk about how collaboration can provide enhanced value to both professions. They also discuss why collaboration has been a struggle in the past and how you can build a mutually beneficial partnership with your client’s tax planner.

    Leveling Up in Behavioral Finance: 3 Strategies from a Clinical Psychologist

    Leveling Up in Behavioral Finance: 3 Strategies from a Clinical Psychologist

    Joy Lere, Psy.D., is a clinical psychologist and a co-founder of Shaping Wealth, a learning platform that helps advising professionals and corporate organizations navigate the emotional work required to achieve financial plans. She spoke with Hannah Moore, CFP®, about three key strategies that every planner should use to meet their client’s psychological needs. They also discuss how to avoid burnout caused by the intense emotional demands of our profession.

    Engineering Serendipity with Mentorship in Small Firms

    Engineering Serendipity with Mentorship in Small Firms

    CJ Miller, CFP®, RMA®, is a financial planner at Sensible Money LLC and a board member of the Greater Phoenix chapter of the FPA. He sat down with Matt Fizell, CFP®, to talk about how he found a career in a small firm where he can see himself growing happily for the rest of his working life. He shares about the essential values, habits, and supports that you can cultivate to build your own big dreams in small businesses.

    Bet on Yourself: Build a Brand, Own Your Career

    Bet on Yourself: Build a Brand, Own Your Career

    Thomas Kopelman is the founder of The Long Game blog and podcast, and a financial advisor at RLS Wealth. Named one of Business Insider’s Top 23 Financial Advisors for Millennials in 2020, he speaks with Matt Fizell, CFP®, about why he left a wirehouse role to take a chance on building his own brand. In this episode, you’ll hear what Thomas has learned about content marketing that can help you build the career you really want.

    Helping People Go from Broke to Awesome as a Financial Coach

    Helping People Go from Broke to Awesome as a Financial Coach

    Garrett Philbin AFC®, CMC® is the founder of Be Awesome, Not Broke. He provides financial coaching, which is a distinct service from traditional advising that focuses on helping people get out of debt and start the journey toward mastering their money. He sat down with Hannah Moore, CFP®, to talk about how coaching differs from advising, why it matters in the profession, and how the skills and model of financial coaching can benefit any practice.

Customer Reviews

4.7 out of 5
56 Ratings

56 Ratings

CJThomas6 ,

Great podcast!

This is the perfect show for anyone just starting their financial planning practice or even if you’ve been in the business awhile. Love the Relevant topics and actionable advice!

tommye w-c ,

Awesome

Fantastic podcast!!!!!

findingtheunfound ,

The modern way of financial planning

Great podcast for new CFP certificants and students pursuing the designation. Been listening for several months and always walk away with lessons and inspiration. I just listened to the episode with Preston Cherry and had to give a review because it was such a good interview. Thank you for coming on the show and sharing your story, passion, and infectious laughter. This is the future and modern way of financial planning that we all want to be a part of.

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