You're A Financial Planner; Now What?

Saundra Davis believes that financial coaching skills and financial planning go hand in hand. As a financial planner, you may be completely confident in the guidance you give to clients – but feel frustrated and lost time and again when they fail to follow your advice. This, according to Saundra, is where coaching comes in. Coaching clients through financial decisions can inspire them to take action and pursue the financial life they desire. Evaluating how clients make decisions, and what could potentially stand in their way from making financial choices that serve them, can help financial planners to have a larger impact on the lives of their clients – and extend their impact for generations to come. This conversation with Saundra will absolutely move you. As financial planners, we often focus on how we want to serve younger generations that often don’t fit the mold of “ideal client” for larger, established firms. Saundra’s take on financial coaching will inspire you to serve your existing clien

After experiencing dysfunctional workplaces throughout their career, Krista Sheets and Sarah Dale partnered to build Performance Insights. Together, they focus on helping financial planners increase results through practice management and people-focused decisions. There are so many unhealthy work environments within the financial planning profession, and both Krista and Sarah agree that this largely is a result of poor communication. As a result, they help the planners they work with on developing well-structured team communication plans, amplifying everyone’s voice on a financial planning team, and creating an environment that fosters positive communication. Krista and Sarah discuss the importance of understanding team members and using various personality tests to identify strengths and what motivates each person on a team. In this episode, Krista and Sarah are going to be discussing how to spot warning signs of a dysfunctional workplace, the best way to communicate efficiently, and how focusing on team de

This episode is brought to you by the many incredible voices of NexGen Gathering 2018 attendees. Ian Harvey, the FPA NexGen President, also joins us to share about the theme of NexGen Gathering and how we can together,

Patrick Brewer, CFA, CPA, founder of SurePath Wealth Management and Brewer Consulting, has found his passion in helping other planners learn to market themselves. Patrick helps other planners to find their voice, connect with their ideal clients,

There are many technical terms flying around in the financial planning profession. This week, we’re decoding these technical terms - and going over why new planners need to know them.

Stephanie Bogan thinks it’s time for a breakthrough. Through Educe Inc., Stephanie works with countless successful advisors on elevating their career, focusing on their personal fulfillment, and changing the way they approach financial planning.

Your host, Hannah Moore CFP®, steps into the hot seat this week to be interviewed by Rianka Dorsainvil, CFP®! Hannah is incredibly passionate about the financial planning profession. In this exclusive interview, Hannah is talking about her struggles early on in her career, how she discovered the difference between financial advice and financial planning, and how she found her tribe within the financial planning profession. Hannah’s career launched in an incredibly unique way. She bought a financial planning practice when she was 26 years old, and was effectively thrown into the deep end of the financial planning world. She learned in the most hands-on way possible, and she quickly realized that isolation as a young planner was not only detrimental to her career, but to her clients. When Hannah attended her first FPA NexGen Gathering, she quickly realized she had found her people. She was sitting next to pioneers of the profession, and new planners alike – and they were all there for one reason: to sprea

Alex is a great example of what it means to step outside of your comfort zone, get involved and see the benefits of being involved within the financial planning profession. From networking, mentors, peers and finding job opportunities,

Join us for a story based podcast where we go back in time to the late 90s when the financial planning profession was abuzz with the possibility of something great (and at times unthinkable) that was about to happen.

Do you have a strategy for growing your practice based on human connections? Humans want to work with humans. That’s why Mike Byrnes promotes the idea of building a business growth strategy on a foundation of rock-solid relationships both with clients ...

How would we be better off if we addressed the gender equality in our profession? In this episode, we’ll be exploring this, and many other questions about how we can address the gender gap in financial planning together.

LIVE at FPA Retreat 2018, we’re sitting down with a few of the industry’s most influential leaders to talk about the past, present, and future of the financial planning profession.

Kate Healy is a wonder woman whose life’s work has furthered the financial planning profession and served advisors in countless ways. It’s safe to say - she’s one of the leading voices in the world of finance,

Dr. Brad Klontz and Derek Lawson have worked together to integrate behavioral finance, financial therapy, and financial psychology into the world of financial planning. Their research is guiding advisors everywhere to add a deeper level of value to the...

Anne McCabe Triana, CFP®, CRPC®, has been in the financial services industry for over ten years. Her experience as a financial planner in a larger firm, as well as with starting her own financial planning firm,

Adam Kornegay, of Pathfinder Strategic Solutions and one of the people behind FPA’s new Coaches Corner, wants to help advisors communicate their value and move past the financial “lingo” to tell their story and actually connect with their ideal clients.

Rianka Dorsainvil, CFP®, believes that everybody needs to be thinking about what they want their greatest contribution to this world to be. This idea is the cornerstone of her financial planning practice - Your Greatest Contribution - and everything sh...

Taylor Schulte has a refreshing take on financial planning, living life as a business owner, and being a young financial planner in today’s world. This episode is a must-listen for any financial planner looking for advice on starting their own RIA,

Stephen Brody, CFP®, believes that financial planning is about digging deeper to move beyond the numbers and help clients put forward the lives they want to live. Through intentional leadership, he’s built a financial life planning practice - and wants...

Many young financial planners are nervous when first sitting down with clients. Jeffrey Levine takes time in this episode to outline how researching your niche, studying financial planning, and embodying what it means to be an expert can eliminate your...