You're A Financial Planner; Now What?

Julia Carreon is a digital executive, helping finance companies adapt to tech innovation. She spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was inevitable, and how the profession can better prepare for the next generation of investors.

Zaneilia Harris, CFP®, is the president of H&H Wealth Management and author of Finance 'and Stilettos: Money Matters for the Well-Heeled Woman. She speaks with Hannah Moore, CFP®, about inner and outer signals that have helped her find her way in her career, and her vision of the legacy she wants to leave.

Ashby Daniels, CFP®, is a financial advisor and COO at Shorebridge Wealth Management. He is also the author of Medicare Simplified. In this episode, Ashby and Matt Fizell, CFP®, discuss the impact you can create on your business and your audience’s goals when you’re committed to creating genuinely helpful content.

Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI, is the founder of Modern Money Advisor. In this episode, Angela discusses her firm’s unique online service model and how they use automation to streamline everything. She also shares how self-acceptance has helped her thrive in every aspect of her business.

Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about their award-winning research and the tool they developed to help financial planning professionals create a clear plan for their clients’ goals, so they can make advised and rational decisions. Be sure to earn .5 hours of CFP Board CE Credit with this episode!

Kevin Mahoney, CFP®, is the founder and CEO of Illumint, a firm dedicated to financial planning for millennial couples. He spoke with Matt Fizell, CFP®, about why the profession needs a variety of fee models, how he found a profitable way to serve a non-traditional market, and how you can build a successful business helping the clients you care about.

JD Bruce, CPA, PFS™, is Chief of Innovation at Abacus Wealth Partners. He spoke with Hannah Moore, CFP®, about the unique business model that allows Abacus to serve large and small clients at scale and how their rigorous training program produces advisors who can handle the complex interpersonal challenges of talking to people about their money.

Patrick Mahoney is the new CEO of the Financial Planning Association, and Skip Schweiss, CFP®, AIF®, is the President of the Board. They chatted with Hannah Moore, CFP®, about the future of financial planning, the importance of professionalizing the profession, and how being active in your local chapter will change your life.

Jacqueline Schadeck, CFP®, AWMA®, is a financial planner, author, and speaker who is passionate about improving the profession. She spoke with Alexandria about how she thinks the financial planning profession can do better, and how her dedication to growth built her career.

Chelsea Ransom-Cooper, CFP®, is the founder of Women with Equity and a partner at Zenith Wealth Partners. During this episode, she shares how her childhood experiences and drive to serve led her to where she is today. Her goal is to empower women and people of color through accessible financial education and wealth planning. Listen as she shares the mentors and moments that helped guide her through the world of finance, from lack of experience and work that didn’t resonate to connections, expertise, and ownership of her true calling.

Kay Pfleghardt, CFP®, is a Private Wealth Service Advisor and NextGen Leadership Consultant at Family Wealth and Legacy. In this new episode of YAFPNW, Kay and Hannah discuss how she got her start in the profession, who Family Wealth and Legacy serves, and her firm’s team approach to clients.

Dasarte Yarnway is the Founder and Managing Director of Berknell Financial Group, a fee-only and fiduciary firm that serves a broad range of clients, as well as professional athletes and entertainers. In this new episode of YAFPNW, Hannah and Dasarte discuss who Berknell serves and how, the books Dasarte has authored, his approach to clients, and what “onward to greatness” means.

Jamie Hopkins ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group. Prior to his work at Carson, Jamie was an attorney and worked as an academic and educator with the American College of Financial Services. In our latest episode of YAFPNW, Jamie talked to Hannah about his roles as attorney, researcher, teacher, and coach in the profession. They also discussed the importance of culture at a firm, why firm owners need to invest in their people, and how to become a better financial planner.

Erin Lowry, financial translator, author, and speaker, is the founder of Broke Millennial, a popular financial advising brand that helps millennials “get your financial life together (#GYFLT). In our newest episode of YAFPNW, Hannah and Erin discuss how Erin got the idea for Broke Millennial, what’s unique about serving this particular generation, what it’s like to write books, and much more.

Cody Garrett, CFP®, is a financial planner at Legacy Asset Management and a financial independence educator at Measure Twice Money. As a career musician first, Cody has traveled quite an interesting path to the profession. In our newest episode of YAFPNW, Hannah and Cody discuss his education and background in music, his passion for honest financial education, and how a music background influenced his approach to financial planning.

Jamie Bosse, CFP®, RFC is a financial planner, author, and financial educator at Aspyre Wealth Partners. She’s been featured in several publications, like Investment Advisor Magazine and The Journal of Financial Planning. Jamie has also published a children’s book called Milton the Money Savvy Pup. On our new episode of YAFPNW, Jamie and Hannah talk about her career path, her passion for early financial education, and how her family’s adorable Welsh Corgi inspired a children’s book about finance.

Shannon McLay is the founder and CEO of The Financial Gym, a national personal financial services company that takes a “fitness-inspired” approach to finances. Shannon has been featured on numerous news outlets, and she’s been named a woman to watch in Shapes “Women Changing the World” issue in 2019. On our new episode of YAFPNW, Matt and Shannon talk about what makes The Financial Gym different from traditional financial firms, the psychology of working with clients, and the one skill that every advisor needs.

Dominique Henderson, CFP®, is the founder of DJH Capital Management, a fee-only wealth management firm based in the Dallas/Fort Worth area. Dominique is also the founder of the Jumpstart Coaching Lab, a community that empowers and supports new financial professionals. In our latest episode of YAFPNW, Hannah talks to Dominique about helping career changers find their footing, his YouTube channel, and creating your own career path.

Diana Yanez is a CFP® and Associate Financial Planner at RTD Financial. Her career path to RTD Financial has been long and diverse: running the numbers at a nonprofit, volunteering in Costa Rica, and studying for the CFP exam. On our new episode of YAFPNW, Hannah and Diana discuss how Diana got into the profession, how culture and upbringing affect money decisions, and what advice she’d give to other new professionals in the same situation.

Michelle Wong, FPQP™, is the founder of and virtual assistant for Nifty Advisor Support, a support solution for independent Registered Investment Advisors. Nifty provides back office services and VAs for RIAs in D.C., Pennsylvania, Arizona, Illinois, Texas, New Jersey, and soon to be more. On our latest YAFPNW episode, Michelle talks to Hannah about how Nifty serves financial advisors, adapting to a virtual work environment, and how new planners can explore operations as a career path.