You're A Financial Planner; Now What?

Harold Evensky, sometimes called The “Dean” of Financial Planning, loves this profession. This year, he was awarded with the P. Kemp Fain, Jr. Award - which is often equated to the lifetime achievement award for financial planners.

This episode is a must-listen to for financial planners who relate to Larry’s statement that the current model of wealth management is outdated. Larry tackles how to adopt revolutionary planning practices for your business,

Bryan Hasling, CFP ®, is passionate about building a network of financial planners who lift one another up. He’s focused on helping other financial planners learn how to foster community in their practices and with one another to thrive throughout his ...

Breanna believes in being yourself, and owning your knowledge and expertise as a business owner. She has so many fantastic insights on showing up, moving through difficult business decisions, and growing the practice you’ve always dreamed about.

In this episode Jonathon Cameron and Glenn Downing of Cameron-Downing show us how they are living their lives in “beta.” They believe this phrase means always being willing to grow, improve, and learn - never the “final” version of themselves as busine...

Emily Purdon started her career in 2016. She quickly realized that her CFP® certification and financial planning degree through Virginia Tech hadn’t really prepared her for the realities of being a planner - and she felt that the comprehensive planning...

Ben Coombs, CFP®, CLU, was part of the first class of CERTIFIED FINANCIAL PLANNERS™. When he got started, nobody had jobs for financial planners. Now, he’s thrilled to see career paths developing. Tune in as Ben walks us through the evolution of financ...

In this episode with Stephen Rischall, CFP®, we’re focusing on what it means to run your own financial planning practice with a team. We’re discussing the ups and downs, the big wins and the challenges. Stephen’s story is incredibly inspiring,

Lauren Stansell of Yeske Buie gets interviewed by our guest host, Alexandria Cole. Lauren wasn’t sure she wanted to be in financial planning and just several years later is on track to be partner at her firm.

Christine is the VP of Operations at FP Transitions, a business that focuses on helping advisors build a seamless succession plan that benefits founders and successors. We’re covering succession planning from the point of view of a lead advisor or foun...

Today your host, Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.

Scott MacKillop, CEO of First Ascent Asset Management, never thought of himself as a disruptor in financial planning until he became one. As a career changer, Scott began working in the investment management space. Several years ago,

In the world of financial regulation, it’s easy for the voices of fiduciary financial planners to get drowned out. One of Skip Schweiss’s many jobs is to give financial planners the microphone, and raise awareness about the fiduciary movement both in W...

George Kinder, CFP® of The Kinder Institute of Life Planning has had an incredible impact on the development of financial life planning. To hear him speak about the human element within financial planning is inspiring, and absolutely necessary for all planners – whether you’re new to the field, or you’ve been a planner for decades. In the early 1990s, George Kinder and Dick Wagner partnered together to discuss: The skillset advisors needed to hone to in order to engage in financial life planning The philosophy behind financial life planning The ways that the human component of money can positively impact financial planning as a profession, the lives of financial planning clients, and our world as a whole In this episode, George covers a lot of ground. He discusses the beginning of the financial life planning movement within the FPA – from the founding of Nazarudin, to the growth of the movement, to how the initial financial life planning community worked to get the message out to the masses.

In today’s episode Charesse J Hagan, Kelli Cruz, and Heather Fortner join Kate Healy from TD Ameritrade for a panel discussion at LINC 2018. They offer fascinating insight on how non-advisor roles in the financial planning profession are evolving – and why they’re important! So many people within the financial planning profession are hyper-focused on becoming an advisor. When working toward being a revenue-generating advisor is the only career path available, many people who are happy performing their current non-advisor role feel lost within the profession, and struggle to find their place. Everyone is able to take ownership of their role within an advisory firm, and building out career paths in operations, investments, or compliance can help everyone find their stride. People each have a unique skill set, and helping people find their sweet spot where their skill set and their passions overlap can motivate non-advisors to build and grow their own career path within a firm. This panel covers so much f

So many advisors are frustrated by the fact that their clients fail to implement the advice they give them. What they don’t realize, today’s guest suggests, is that often the advisor may be making predictable mistakes in giving that advice, or clients may simply not be ready for change. Dr. Moira Somers joins us for today’s episode and she wears many hats! She’s a clinical neuropsychologist, professor, and executive coach whose work focuses on financial psychology and mental health. Dr. Somers’ book, Advice That Sticks, is currently being read by the FPA Activate Book Club – and we were honored to sit down with her today to discuss all things money and the mind. Dr. Somers shares what type of advice is inherently sticker and how planners can give advice in a way that is easier to follow. Through examples, Dr. Somers shares the what makes advice stick, or the motivators behind many of these messages (and they aren’t what you think!). Additionally, planners need to realize that their advice is

Andi Wrenn’s mission is to reach as many service members and their families as possible to help coach them through their finances to achieve their biggest life goals. As a military spouse, she’s truly walked the walk, and works to help people understand the unique financial challenges they might face while involved with the military. More than that, she approaches each conversation with a mind to marriage and family counseling, which allows her to view financial coaching in a more comprehensive way. Andi has an educational background rooted in both financial planning and counseling, which is unusual within the financial planning profession. Listening to this episode, you’ll be blown away by Andi’s approach to financial planning and how she incorporates counseling and coaching into her work with clients. There’s so much that financial planners from all walks of life can learn from her, from how to balance dissenting opinions between a couple during a financial planning meeting to how to listen in a way that b

Steven Fox, CFP®, founded his fee-only financial planning firm, Next Gen Financial Planning, in 2016. As a business owner, Steven has learned to serve a wide range of millennial clients. He practices on a unique model of wealth management that focuses on managing student loans, getting started with investing, making employee benefit selections, negotiating salaries, combining finances with a new spouse, and more financial planning topics that resonate with his millennial audience. Steven uses a simple, flat-fee monthly retainer for financial planning with additional investment management (at no additional charge). Many millennial-facing advisors have walked away from the traditional AUM method of charging – and Steven is here to attest to the benefits of flat-fee financial planning. In this episode, Steven is going to cover everything from the mindset shift that took place when he became a business owner, how he markets a millennial-facing practice, and what he values as a financial planner.  

Many young professionals will one day be offered a succession plan as part of their career path as more established planners plan for their own futures and put a succession plan in place. Only some of these succession plans are successful and many aren’t. Connor Koppa, CFP®, was incredibly fortunate that the financial planner who he worked with at Focus Financial, Kyle Watkins, CFP®, wanted to encourage his dream of owning a financial planning practice. Together, Kyle and Connor worked through a unique ownership agreement that worked for them. Right now, Kyle is still the Executive Officer and a financial advisor at Focus Financial. Connor now owns 15% of the practice, and takes the lead on client relationships, business structure, and building a practice culture. Not everyone is fortunate enough to have an open, honest line of communication with with the lead advisor and owner of the financial planning practice where they work. In this episode, Connor walks #YAFPNW listeners through what it’s like to be part

On March 30, 2007, the Financial Planning Association made history by winning a lawsuit that vacated SEC Rule 202(a)(11)-1. This forced brokers to become SEC-regulated advisors, and helped to create a division of the two hats in the financial services industry: fiduciary and suitability. This was the one of the first times that the American public was exposed to a discussion that had long been brewing in the financial planning profession, and the fight to improve the fiduciary standard in the financial services industry continues on today. In this episode, we hear from Elizabeth Jeton, Dave Yeske, and Nick Nickolette about the importance of FPA’s lawsuit against the SEC, how FPA is continuing to push for regulation, and why all of this is truly at the heart of our profession. FPA’s lawsuit against the SEC baffled many on Wall Street because there was little financial gain for FPA and its members. The lawsuit was backed by FPA because it directly protected and impacted the American public, and the organization