You're A Financial Planner; Now What?

In this episode, you’ll hear about what spurred Jean and Eric Mote to pursue a merger and build out a succession plan with fellow advisor Quinn Arnold, and how these three advisors combined their practices while still providing exceptional client servi...

In this episode, Kayla Kennelly shares her experience launching a reverse mentoring program, adopting schools to teach financial literacy, and joining an innovative business model to challenge the way financial planning is being delivered to the masses!

In this conversation, Kathy Longo and Michele Lenz each bring an incredibly unique perspective to #YAFPNW listeners. This is a fantastic episode for anyone interested in building a career path, who wants to scale a firm,

Yusuf Abugideiri, CFP®, is a Partner and Senior Financial Planner at Yeske Buie®. In this episode, he explores his own career growth, how he has both managed up, and managed employees, and how he’s grown as a financial planner through intentional mento...

Jarrod Upton joins Hannah Moore to discuss his passion for operations within the financial planning profession. From his previous experience, and current role as an operations consultant, Jarrod dives deep into what new planners need to know about oper...

In this episode, Suzie Eyrich, CFP®, is shares her experiences at both an RIA and a bank that leads with financial planning. She also shows us how to grow your experience as a new planner and the best ways to confidently (and respectfully) advocate for...

As the founder of Simply Paraplanner, Alex Hopkin, AFC®, CFP®, has created a home for paraplanners and financial planning firms to connect. Simply Paraplanner offers a space for paraplanners to grow their skillsets and find virtual work,

In this round table, our group of four paraplanners share their insights and what they have learned about financial planning having worked with multiple different firms. Don’t miss their fantastic insights into financial planning firms!

If you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practice, or wondered how a national, virtual team works together to serve clients on hourly and project-based financial planning cases - t...

Brent Beene, CFP®, MS and Matt Masterson, CFP®, CPWA®, are both wealth advisors at Regent Atlantic - a financial planning practice in New York. Whether you’re a new planner who is looking to learn more about how to find a firm with cultivated career tr...

It can be challenging as a new financial planner to step into a managing role. In this #YAFPNW round table, we’re sitting down with four amazing financial planners to talk about what they’ve learned about being a manager within their financial planning...

Camille Bouvet’s story is perfect for anyone who has ever felt that the traditional career of an advisor doesn’t quite meet the type of client relationships they want to have, or the kind of financial guidance they want to be giving.

Today we’re introducing our three new #YAFPNW hosts! Ian Harvey, Alexandria Davis, and Matt Fizell, all bring unique perspectives to the table - and we’re thrilled to have them with us this year.

Finding a balance between work, growing a brand, and living a life you love is key for Brittney Castro, CFP®, and in this episode she encourages all planners to do the same. Brittney has some fantastic insights both on being a planner and on being a bu...

This episode is a moving testament to everything that a mentor can do for you. Allison Masoero goes into detail about how her relationship with Jeanne Robinson, CFP®, impacted and changed her life, how her relationship with her other firm members are ...

Ian Harvey, CFP(R) shares how important it is to find a firm culture that fits who you are and what you value. He shares his career journey through excellent firms to find the one that was the right fit for him.

Eugenié George is intentionally entering the financial planning profession. After a career in teaching and technology, she is pursuing the CFP® designation and looking at how to best break into the profession as a career changer.

Eddie Kramer, CFP®, works with Abacus Planning Group to build out their team and encourage everyone to bring their best self to work. He firmly believes that large financial planning firms aren’t dependent on a few rainmakers,

Ashley Murphy, CFP®, is a financial planner who works with Australian expats. He’s built his business on one key idea: working with expatriates from Australia isn’t just a “niche” - it’s a specialization.

Ginnie Baker fell into financial planning after choosing to take a related elective course in college. She immediately fell in love with the profession, and started pursuing financial planning jobs after graduation.