You're A Financial Planner; Now What?

Tim Maurer, CFP®️, speaker, and author, is the Director of Advisor Development for Buckingham Wealth Partners. His motto, “personal finance is more personal than finance,” drives his writing, speaking, and of course, his financial planning work. In our new episode of YAFPNW, Tim and Hannah discuss the meaning of that motto, as well as the skills planners need to excel and the impact we can make on our clients’ lives.

Alexandra Armstrong was the first woman to earn the CFP®️ certification in Washington, D.C. in 1977. As the chairman and founder of Armstrong, Fleming & Moore, Inc., Alex has put her vast experience to work providing financial planning services to single women, couples, and retirees. We were thrilled to have Alex as a guest on our latest episode of YAFPNW. She and Hannah discuss the differences in how men and women approach retirement, how to understand the retirement mindset, and what inspired Alex to write her new book.

You may know Julia Lorenz-Olson and Philip Olson for their quirky, fun web series Two Cents, a weekly personal finance show on PBS aimed at millennials and Gen Z. Philip and Julia also founded The Art of Finance, an Austin-based financial services firm that helps clients in the creative industry.   How did the Olsons create Two Cents? What led them to launch The Art of Finance? Julia, Philip, and Matt discuss that and more on our newest episode of YAFPNW.

Mothers in the profession are often asked, “How do you balance work and motherhood? Can we have it all?” Christy Raines, CFP®, AIF®, and President of Azimuth Wealth Management, Inc. had an excellent response to that question: “There is no kind of secret to it. There is no balance...this is real life and this is real planning.” In our new episode of YAFPNW, Christy and Hannah dive into that work-life balance dream. They also discuss how Christy grew Azimuth Wealth Management, moving around as a military spouse, relating to clients, and more.

Don St. Clair, CFP®, AIF®, ChSNC®, is the president of St. Clair Financial, a firm that specializes in self-employed professionals and educators in California. Don is also the owner of MortgageNudge, a tool that helps users figure out how to pay off their mortgage within their budget and in respect to their goals. In our new episode of YAFPNW, Hannah and Don discuss how MortgageNudge came to be, why developing skills is just as important as gaining knowledge, and the importance of embracing uncertainty.

Colin Overweg, CFP®, is the founder of financial planning firm Advize Wealth. Colin’s firm is unique, not because it’s primarily virtual or that he doesn’t have a traditional niche, which are traits a few other firms share. Colin uses video reviews of financial plans to help his clients. In this new episode of YAFPNW, Hannah and Colin talk about his use of video, what pushed him to start his own firm, and giving back to his alma mater.

Walter Booker is the Chief Operating Officer of MarketCounsel. Prior to that role, he helped financial advisors be better business owners. Walter has had an impressive history working in the profession, and shared a lot of interesting advice with Hannah in this newest episode. Tune in to the full episode to listen to Walter and Hannah discuss serving diverse clients, the financial literacy gap, different career pathways in the profession, and much more.

Cathy Curtis, CFP®, specializes in financial planning for independent women. She’s also the author and creator of The Happiness Spreadsheet, a budgeting system that helps you build a budget around your values. In our newest episode of YAFPNW, Hannah and Cathy dive into the history of The Happiness Spreadsheet, finding your niche, and how online marketing helped Cathy grow her brand.

Anna N'Jie-Konte, CFP®, is the founder of Dare to Dream Financial Planning, a fee-only, virtual planning firm that primarily serves women of color. Anna also hosts the podcast First-Gen Realness, where she shares stories with fellow first-generation Americans. In this episode of YAFPNW, Anna and Ian discuss her passion for financial planning, the importance of financial literacy, why and how the profession needs to be shaken up, and much more

Time is precious, and we’ve never been busier. Host Matt Fizell, CFP® talked to Adam Cmejla, CFP®, about workflows and processes in our latest YAFPNW episode. They discussed the benefits of integrating processes, challenges he faces in his work, and Adam’s advice for new planners interested in that area of the profession.

How much does psychology impact money and investing? Quite a bit, actually. Matt sat down with author and former finance columnist, Morgan Housel, to discuss how our experiences and thoughts affect our financial decisions. Matt and Morgan also talk about writing, risk tolerance, and his new upcoming book.

Zacc Call, CFP®, is a partner and wealth advisor at Utah-based Capital Financial Network. In this episode, Matt and Zacc talk about the unique structure of Capita’s compensation model, how he joined the profession, and what new financial planners should do when job hunting.

Dr. Mary Bell Carlson is a Certified Financial Planner™, founder of personal finance blog Chief Financial Mom, and a “full-time mom, part-time professor,” as she calls it. Here, she joins Hannah to talk about the umbrella of professions under financial planning and how to define success for each planner.

How has the profession changed over time? Quite a bit, but what hasn’t changed is the heart of everything: building relationships with your clients. In this episode, Hannah talked to Lawrence Sprung, CFP® and founder/ President of Mitlin Financial, about just that. They also discuss his firm’s work, professional niches, social media strategy, and more.

Tyler Aubrey, CFP® and financial planner at Define Financial in San Diego, had an unconventional career path that led him to the profession. In our newest YAFPNW episode, Tyler and Matt discuss his early work with a large government contractor, his first financial planning role, and his advice for new planners.

Creating Connections Through Media

Financial Media: A Unique Path Within the Profession

What does content have to do with being a financial planner? How can it help a new financial planner make their mark? According to Justin Castelli, CFP®, founder and owner of RLS Wealth Management, blogger, and podcast host, content can develop your personal brand, tell your story, and grow your business.

What does it take to be a successful new planner? Finding your audience and connecting with them is part of it. Haley Rosa from PR firm Gregory FCA talks with Hannah about developing your personal brand and media strategy in our latest episode of YAFPNW.

Hannah Moore, CFP®, hosts a “giving back” panel with Kurt Kaczor, Director of Pro Bono at FPA; Robinson Crawford, CFP®; Alex Wilson, CFP®, FPA of GA NexGen Director; and Kyle Eaton, CFP®. They discuss how they got involved in pro bono work, what they’ve learned, and how you can start giving back.