You're A Financial Planner; Now What?

In this week’s Voices of FPA episode, we had the pleasure of hearing from so many wonderful planners attending the 2017 FPA Annual Conference in Nashville, Tennessee. Hearing their stories, asking their advice,

This week we had the pleasure of sitting down with Ben Granjé, a behavioral psychologist. Ben has worked for Morningstar in the past, and is now the managing director at Beconomics, a consulting firm in Belgium.

Today we are incredibly excited to have Dr. Dave Yeske, CFP® back with us on #YAFPNW.  He is one of the giants in our profession and was recently selected as the 2017 P. Kemp Fain, Jr., Award recipient. The P. Kemp Fain, Jr.,

In this week’s #YAFPNW we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike. We sit in with Yusuf Abugideiri, Russel Kroeger, Lisa Kirchenbauer,

Eric Roberge, owner and founder of Beyond Your Hammock, had a long journey in the financial planning profession. He shares his story and how he doesn’t regret testing out several different roles before finding the one that fit his lifestyle best.

In this week’s episode we get to talk with Blair duQuesnay, CFA, CFP®,  who has transitioned several times in her career. Blair highlights the wealth of opportunity that is in financial planning, whether you are interested in being a Chief Investment O...

Amy Hubble stumbled into financial planning accidentally – and she’s never looked back. In this episode, Amy shares how she got started in financial planning as a trust officer, and what her path to founding her own RIA looked like.

Casey Kupper, CFP®  and Hannah Moore, CFP® are back with another in-person FPA DFW #YAFPNW series session recording. This time they discuss The Future of Financial Planning. Be sure to join us for the next You’re a Financial Planner, Now What?

We are excited to have Bill, Katie, and Dave back to continue our conversation we started in last week’s episode. This week we discuss what we learned starting over at a new firm and even starting out on our own.

Today’s episode is one of the most important topics we’ve had on the podcast. I hear stories all the time from planners about mistakes they’ve made when they’ve left their firm that have huge negative impacts on their career.

Lauryn Williams, MBA shares her journey as an athlete and three-time Olympic medalist including the advice she wishes she received when she started out when she was 20 and had endorsement deals to starting her own firm. Using her personal experience, Lauryn knew there had to be a better way to provide financial advice. After getting her MBA and passing the CFP® exam, Lauryn was able to find people who were willing to approach financial planning differently and build on those experiences. Using her personal experience, Lauryn knew there had to be a way to provide services to people who were like her, both in terms of being an athlete and not growing up in an affluent home. She started her own financial coaching program and is exploring what it means to serve the mass market and those who don’t have the income or assets to pay for a traditional financial planner. The work Lauryn is doing is so important to financial planning and I am excited for you to hear this episode! “If you find that rebel, le

We’re excited to have Jon Luskin, CFP® of Define Financial on #YAFPNW. From his Master’s Thesis (years ago) to his practice today, Jon is passionate about sound investing with lower costs and he’s willing to support that passion with his own research. Jon’s passion around investments and research is contagious and I’m excited for you to hear his story. His latest submission was inspired by a twitter exchange so be sure to follow him @JonLuskin! “It was consistent results across all eight case studies. Better risk adjusted returns for the lower cost model. So after that experience it was pretty clear to me that cost was the number one indicator of returns.” Uncle D Money #XYPNRadio Unconventional Success: A Fundamental Approach to Personal Investment Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated The Little Book of Common Sense Investing Journal of Financial Planning #FinCon17 FPA of Minnesota JonLuskin.com Micha

I’m so excited to have Bill Simonet, CFP® of Simonet Financial Group on the podcast with us today. Bill shares his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA.

Today we are joined by Chad Smith, CFP®, a financial planner and part owner of Financial Symmetry. Chad shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what...

We’re back with another in-person FPA DFW You’re a Financial Planner, Now What series session recording.  In the June session, Lynn McIntire from Cadent Capital joined Hannah Moore to discuss The Business of Financial Planning.

Joe Pitzl, CFP® is the founder of Pitzl Financial. Joe shares with us his career story and how “job hopping” helped his career and clarified his vision for the firm he now runs. Joe shares tips on how he got his first job out of college,

Today is the last of a three-part series with Carol Craigie and Catalina Franco-Cicero of Fiscal Fitness Clubs. Carol and Cat were introduced through the FPA Mentor Match program several years ago and have since become business partners. Both Carol and Cat believe in the power of mentoring and are a great example of what it looks like to learn from each other. On this episode, they share what their mentoring meetings looked like, tips on how to find and build a successful mentoring relationship, and why it is important to find a mentor. Personally, having a mentor has been one of the best decisions I’ve made in my career and I know my firm and career wouldn’t be what it is today without it. I have to thank Carol and all of those who mentor other planners. Their willingness to give back is inspiring and their work matters. “You’re there for each other through thick and thin. It takes time to build that… and it takes time to get to that point.”   FPA Mentor Match program

For episode two of our our three part series we are joined by  Carol S. Craigie, CFP®, ChFC, MA,  the founder of Fiscal Fitness Clubs of America. Carol is a “psychologist turned financial planner” and has had a long and impressive career in financial planning. Carol’s passion to improve individual’s financial lives keeps pulling her out of retirement and re-imagining how to bring financial planning advice to the masses. Carol’s passion for financial planning is inspiring and I’m so excited to share part of her story with you today. “We want to be Weight Watchers of money… [to] get people in clubs and bring money out of the closet. And You get people, just like dieting, to do budgeting so they accomplish their goals!” ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The FPA Board of Directors Dick Wagner Tribute

FPA NexGen started in 2004 and has quite a story to tell already. With NexGen Gathering happening next weekend, our hope is that those attending will be able to see how special NexGen is, and more importantly, how impactful NexGen Gathering can be. As with any telling of history like this, there are slightly differing accounts of specific events and we did our best to remain true to the stories we collected. What excited us was the consistent themes of the importance of NexGen and what is the essence, or the soul of NexGen. We hope you enjoy and look forward to seeing you at NexGen Gathering 2017! A very special thanks to Aaron Coates, Michael Kitces, Sabrina Lowell, Amy Mullen, Joe Pitzl, Jude Boudreaux, and of course… the Rat Pack!

I’m excited to have Catalina M. Franco-Cicero, MS, CFP®  of Fiscal Fitness Clubs on the podcast. This episode will be the first of a three part series with Cat and her business partner Carol Craige. Carol will join us for the second episode and later the two will share their story together. So today, Cat shares her incredible personal story from immigrating to the United States as a child to using her fitness and education background as the Director of Financial Wellness at Fiscal Fitness Clubs of America. Early in her career she had a vision for what it would look like to provide financial planning to the general public and she using background and life story to do just that. “We want to take money out of the closet. Let’s talk about it already. Come on. It’s stressing people out and talking about it can help you.” XY Planning Network ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Financial Planning Association® (FPA®)