You're A Financial Planner; Now What? 1c1un

This week, we welcomed back Roger Whitney, award-winning podcaster and CFP® who serves retirees. We talked about the three phases of his retirement planning experience, as well as the Retirement Answer Man podcast and his hip community, Rock Retirement Club.

The doctor is in! We welcomed financial psychologist and CFP® Dr. Brad Klontz back for another episode of YAFPNW. This time, we discussed the power of communication and emotion, money scripts, and using social media to spread the truth about money.

Less than 1% of financial advisors are both CFA Charterholders and Certified Financial Planners. Keith Beverly, managing partner and CIO of Grid 202 Partners, is part of that 1%. Tune in to this episode as Keith shares his professional journey, insight into his firm, and his initiative to advisors entering the profession.

What does it take to be a standout job candidate? Cooper Grady, CFP®, Director of Financial Planning at Apollon Wealth Management, had tons of practical advice to share with new planners navigating the hiring process.

Go big or go home. Dream big. But what if you’re not the “dreamer” type? Good news: you can still reach your goals. We talk to Meg Bartelt, CFP® and president of Flow Financial Planning, about how she built her firm through hard work, self-care, an awesome online presence, and more.

FPA Fall Residency is a week-long program that takes place in Denver In this episode of YAFPNW, I caught up with my teammates from Residency to discuss our individual experiences and the big takeaways from the program.

The financial planning profession is vast and deep. How can you find the right firm for you? This week on YAFPNW, we talked to a group of ists about how understanding the unique cultures and traditions in each financial planning “tribe” will benefit your career search.

Could you take 100 days off a year and still meet your career and financial goals? Benjamin Brandt, CFP®, podcast host, and president/founder of Capital City Wealth Management, is living that dream. In this episode of YAFPNW, Benjamin discusses his successful podcast, marketing tactics, and how running a lifestyle practice works.

Ready to be inspired? This week on YAFPNW, we talk to Soraya Morris, lead trainer at financial planning software firm Envestnet MoneyGuide and jill-of-all-trades. Soraya and I talked about what she does at Envestnet MoneyGuide, her education and career journey, and what you can usually find her doing when she’s not working.

How can we better the profession through fintech without losing our human selves in the process? This week we talk to Jason Wenk, founder and CEO of digital brokerage platform Altruist, about doing just that.

What’s the secret to a great financial advisor and client relationship? Like any other relationship, it’s communication. Learn how Sean Brown’s company, YCharts, is helping financial advisors discover that.

Emily Purdon, CFP®, EA. is a Financial Planning and Process Coach at XY Planning Network. In this episode, Emily discussed the importance of advocating for yourself in your career, the many paths of financial planning, and how to elevate a firm through onboarding. She also shares insights on trends in the profession and their impacts.

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.

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.

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 of diversity and education, as well as the changes we can make for a successful future.

Paul Greenwood is an experienced Licensed Financial Adviser and a ed 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.

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.

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!

Preston Cherry, MS, CFP®, is the founder and president of Concurrent Financial Planning Center, LLC, as well as mentor and soon-to-be author. In this episode, he talks about his career goals, starting his virtual firm, mentoring NexGen financial planners, and the winding road that has been his career.

Trudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and public ing. Here, she shared her insights on careers within the profession, the impact of diversity inclusion, where she sees the profession going, and her mantras for success.