You're A Financial Planner; Now What?

Dan digs deep to find the real marketing issues that financial planners are facing and how they can solve them. We’re going to go over how to set up marketing initiatives that matter to your clients and prospects,

Many clients call Mary Beth their very own rent-a-CFO. There’s no doubt that she’s an innovator in the space of business financial planning for creative entrepreneurs. Get ready to be inspired, because Mary Beth is here to talk about pushing past fear ...

Charesse Hagan believes it’s time to challenge the narrative that the only career path within financial planning is working toward being a lead advisor. Through her experience as a paraplanner and operations consultant,

Rick Kahler believes that financial planners, like himself, can facilitate financial health with their clients by embracing their behavior, helping them uncover their money mindsets, and listening to their stories and goals.

Andrew Sivertsen offers insight to young planners on how they can develop a career path, and how to consistently better themselves and focus on adding value to the lives of their clients.

Jen Pritchard had no idea that virtual paraplanning work was an option until she graduated college. Now, three years later, she works as a successful, full-time virtual paraplanner and operations consultant - and is thriving in her role!

Chloé Moore has an amazing career within the financial planning profession and always known that planning was where she wanted to be. She launched her own RIA, Financial Staples, to start putting more of a focus on providing financial planning for people her own age who need financial planning. Chloé describes her clients as young professionals who are doing amazing things in their careers, getting out of debt, and growing their wealth. Chloé understands that her clients are going through many changes in their young lives, and she prides herself in meeting them where they are and working with them every step of the way through her high touch service model. In her first year, Chloé grew her RIA to 18 clients – which is incredible. Unlike many new advisors, Chloé has built her practice to fit her lifestyle. She enjoys travelling, cooking, spending time with her family and friends and volunteering. To meet her ideal work/life balance, she’s decided to monitor and limit her firm’s growth to ensure she’s gr

Studies have shown that working with a niche is an excellent way for financial planners to narrow their focus, define their specialty, and become an expert in helping their unique client base. Josh Patrick, CFP®, has had first hand experience with this as a financial planner whose firm focuses on working with business owners. In this episode, Josh discusses he combines business coaching with financial planning for a successful practice. He has a simple but effective approach to inspire clients to act and work toward financial freedom. He believes that honesty is key, and helping business owners work toward retirement (rather than perpetually saying they’ll retire without taking action) is a necessary goal. Josh discusses business owners who are in the “permafive” stage continuously, which plagues many financial planning succession plans. This means that business owners are always thinking how they’ll retire in five years – but don’t actually take the steps needed to make that transition. Josh knows thi

Cheryl Holland discusses the foundation of her firm, Abacus Financial Planning - developing career paths and growing leadership skills in herself and her team members. She explores how new planners can define and follow a career path within their curre...

This idea of selling people on the value of financial planning is critical as a young planner - and it will completely change your outlook on your approach to your practice!

Technology is undoubtedly an ongoing challenge for financial planners. In this episode, we look at how to audit technology, how to continue your training, and what advisors can expect for the future of tech.

When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!

In this episode we go over how to incorporate positive psychology into your planning with Dr. Martin Seay. Learning how to incorporate positive psychology into you practice can help to improve your planning, communication,

This week on the #YAFPNW podcast we re-air Caleb Brown's interview about how new planners can launch their career! Because Caleb has experience in the financial planning world, he understands what the new planners are going through when job hunting.

This week Matt Fizell joins us from Middleton, Wisconsin. Matt is only a few years into the profession and working with a CFP® there in Wisconsin. Together, we walk through Matt’s career decisions, and how he sees his path as a financial planner unfold...

This week we go with Hannah Moore to Texas A&M University. Hannah had the opportunity to speak with financial planning students at Texas A&M about financial planning, her career journey, and how new planners can engage with financial planning clients. Hannah explores fears often faced by new planners, how to own your value and she even shares part of an interview she did with a client! “It’s not about how complicated it is, it’s about how easy you can make it…They [clients] trust the fact that you know what you’re doing.” What You’ll Learn in this Episode: * How to overcome your fears as a new planner. * How to manage uncertainty in your career. * How to engage with clients as a new planner. * How listening can change your approach to planning altogether. A Concise History of Financial Planning Texas A&M Financial Planning Program FPA Activate Facebook Group Guiding Wealth Management CFP Board  

Leighann Miko launched her firm, Equalis Financial, about a year ago. Since then, she’s had tremendous success. Leighann has been named one of Investment News’s 40 Under 40, and works to promote diversity within the financial planning industry through her role as an FPA member. In the final part of this two-part series, we talk about some of the struggles that Leighann has encountered more recently in her career. In spite of the challenges she’s faced, they ultimately led to her launching Equalis Financial. We love that Leighann is totally open about her experiences – she has so much wisdom to offer new CFP®s! “There’s no easy fix to some of these problems – sometimes you’ve just got to go through it.” What You’ll Learn: The struggles Leighann faced when starting her own RIA. How to care for yourself as an entrepreneur. How to embrace the roller coaster that is owning your own practice. * This Is My Dream Job: Part One Equalis Financial Leighann Miko, CFP ® Twitter 40 Under 40 Investment New

Leighann Miko launched her firm, Equalis Financial, about a year ago. Since then, she’s had tremendous success. Leighann has been named one of Investment News’s 40 Under 40, and works to promote diversity within the financial planning industry through ...

We had so much fun sitting down with Kali Hawlk of Creative Advisor Marketing at FINCON17. Kali focuses on marketing strategies for financial advisors and helping them communicate their value to clients and prospects. Tune in to learn Kali’s top marketing tips for financial planners, who in the industry is doing a phenomenal job with their marketing, and how trial-and-error isn’t something to be afraid of! “Know your audience – and try everything yourself first…When you have that experience you can make better judgement calls on how to do your marketing and who can help you.” Creative Advisor Marketing FINCON Workable Wealth Define Financial  

We are so excited to have Amy Irvine on the #YAFPNW podcast this week. We discuss how financial planning is about more than investment advice and number-tracking. Financial planners are helping people build lives that are meaningful to them and that feed their soul. Amy opens up about what her ideal client looks like, how she found her way to her current role as a financial planner, and what we can do to promote an environment of learning in the profession. “What in your life doesn’t have to do with your financial life?” Things You’ll Learn in This Episode: * How different roles in the financial planning profession can impact your career. * How to have meaningful conversations with your clients about their lives – and how to use that information to help them plan their financial lives. * Why education is so important – for you and your financial planning clients. * How to approach your target market. Irvine Wealth Planning Strategies