You're a Financial Planner, Now What?

You're a Financial Planner, Now What?

246 episodes

Exploring the world of Financial Planning. Accelerating your career.

Podcasts

The Fast-Track to Partnership

Published: Dec. 30, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Financial Planning for Streamers

Published: Dec. 28, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Get Ready to Be Uncomfortable: Mastering the Growth Mindset

Published: Dec. 21, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Crypto and Blockchain in the Profession

Published: Dec. 14, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Serving Younger Clientele with Project-Based Planning

Published: Dec. 7, 2021, 10 a.m.
Duration: N/A

Listed in: Business

5 Tools to Break Down Behavioral Blocks

Published: Nov. 30, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Flexing Your CFP: Roles in Fintech and RIA Development

Published: Nov. 23, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Understanding Your Strengths in a Changing Investment Landscape

Published: Nov. 16, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Changing Communities Through Financial Planning & Entrepreneurship

Published: Nov. 9, 2021, 10 a.m.
Duration: N/A

Listed in: Business

You Dont Have to Compromise Who You Are

Published: Nov. 2, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Becoming a Trusted Resource in Medicare Planning

Published: Oct. 26, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Challenging Assumptions & Researching Answers

Published: Oct. 19, 2021, 9 a.m.
Duration: N/A

Listed in: Business

How to Thrive in a Mid-Career Transition

Published: Oct. 12, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Three Reasons Why You Should Embrace Philanthropic Solutions

Published: Oct. 5, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Forty Years of Perspective on the Profession

Published: Sept. 28, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Support Roles, Broker-Dealers, and Other Opportunities to Love Your Career

Published: Sept. 21, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Empathy, Education, and Automation for the Win

Published: Sept. 14, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Bridging the Gap: Partnering Effectively with Your Clients Tax Planner

Published: Sept. 7, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Leveling Up in Behavioral Finance: 3 Strategies from a Clinical Psychologist

Published: Aug. 31, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Engineering Serendipity with Mentorship in Small Firms

Published: Aug. 24, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Bet on Yourself: Build a Brand, Own Your Career

Published: Aug. 17, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Helping People Go from Broke to Awesome as a Financial Coach

Published: Aug. 10, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Pro Bono Planning Matters: A Firsthand Account

Published: Aug. 3, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Countdown to Disruption: Preparing for the Blockchain World

Published: July 27, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Serving a Special Niche in Special Needs

Published: July 20, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Being an Awesome Manager

Published: July 13, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Showing Up for Your Community

Published: July 6, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Subscription Fees: The Opportunities and the Pitfalls

Published: June 29, 2021, 9 a.m.
Duration: N/A

Listed in: Business

The Essential Skills of Behavioral Finance

Published: June 22, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Unsung Benefits of the Paraplanning Path

Published: June 15, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Fintech vs. the Human Advisor

Published: June 8, 2021, 9 a.m.
Duration: N/A

Listed in: Business

The Next Generation within a Firm

Published: June 1, 2021, 9 a.m.
Duration: N/A

Listed in: Business

All Hands on Deck: Show Up to Help, No Matter What Your Role

Published: May 25, 2021, 9 a.m.
Duration: N/A

Listed in: Business

When is Enough... Enough?

Published: May 18, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Managing Your Career

Published: May 11, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Ask Me Anything

Published: May 4, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Upheaval, Values, and Adaptability in the Profession

Published: April 27, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Save Up, Show Up, and Dont Give Up

Published: April 20, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Building Calluses & Growing into Entrepreneurship

Published: April 13, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Women in the Conversation

Published: April 6, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Disruption is Coming. Are You Ready?

Published: March 30, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Know Thyself: The Path to Being a Better Advisor

Published: March 23, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Say What You Think

Published: March 16, 2021, 9 a.m.
Duration: N/A

Listed in: Business

Automation and Online Branding

Published: March 9, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Rational and Impactful Goals

Published: March 2, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Helping Millennial Couples Align Their Money With Their Values

Published: Feb. 22, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Helping Large and Small Clients at Scale

Published: Feb. 16, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Advocacy and Building the Future

Published: Feb. 9, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Money Planning and Positivity

Published: Feb. 2, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Career Growth with Purpose

Published: Jan. 26, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Leaving Behind a Legacy

Published: Jan. 19, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Greatness by Inches

Published: Jan. 12, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Find a Culture that Fits

Published: Jan. 5, 2021, 10 a.m.
Duration: N/A

Listed in: Business

Connecting with Broke Millennials

Published: Dec. 29, 2020, 10 a.m.
Duration: N/A

Listed in: Business

Music, Money, and Financial Education

Published: Dec. 22, 2020, 10 a.m.
Duration: N/A

Listed in: Business

Financial Planning, Financial Literacy, and Childrens Books

Published: Dec. 15, 2020, 10 a.m.
Duration: N/A

Listed in: Business

Personal Training for Financial Health

Published: Dec. 8, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Giving Career Changers a Jumpstart

Published: Dec. 1, 2020, 11 a.m.
Duration: N/A

Listed in: Business

How Life Experiences Shape Your Career

Published: Nov. 24, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Operations as a Financial Planning Career

Published: Nov. 17, 2020, 11 a.m.
Duration: N/A

Listed in: Business

More Personal Than Finance

Published: Nov. 10, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Emotions in Retirement and Financial Planning

Published: Nov. 3, 2020, 11 a.m.
Duration: N/A

Listed in: Business

A Special Blend of Finance and Creativity

Published: Oct. 27, 2020, 10 a.m.
Duration: N/A

Listed in: Business

Having a Vision to Guide Your Journey

Published: Oct. 20, 2020, 10 a.m.
Duration: N/A

Listed in: Business

A Practice Built on Curiosity

Published: Oct. 13, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Creative Financial Planning Using Video

Published: Oct. 6, 2020, 4 a.m.
Duration: N/A

Listed in: Business

A Transformational Decade

Published: Sept. 29, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Finding Happiness...Through Budgeting Spreadsheets

Published: Sept. 22, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Financial Education and Changes in the Profession

Published: Sept. 15, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Setting up Guardrails for a Firm

Published: Sept. 8, 2020, 11 a.m.
Duration: N/A

Listed in: Business

The Psychology of Risk Tolerance & The Three Sides of Risk

Published: Sept. 1, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Sourcing, Closing, and Servicing: A New Compensation Model

Published: Aug. 25, 2020, 3:38 p.m.
Duration: N/A

Listed in: Business

Approaching Financial Planning in New Ways

Published: Aug. 18, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Building a Relationship-Based Business

Published: Aug. 11, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Defining Roles Within the Profession and Firms

Published: Aug. 4, 2020, 11 a.m.
Duration: N/A

Listed in: Business

Creating Connections Through Media

Published: July 28, 2020, 9:06 p.m.
Duration: N/A

Listed in: Business

Financial Media: A Unique Path Within the Profession

Published: July 21, 2020, 10 a.m.
Duration: N/A

Listed in: Business

Creating a Personal Financial Planning Brand With Content

Published: July 14, 2020, 2:09 p.m.
Duration: 43 minutes 57 seconds

Listed in: Business

Connecting With Your Audience as a Financial Planning Professional

Published: July 7, 2020, 12:07 p.m.
Duration: 28 minutes 49 seconds

Listed in: Business

Giving Back Panel

Published: June 30, 2020, 2:09 p.m.
Duration: 42 minutes 14 seconds

Listed in: Business

Buying into Firms: Fit, Structure & Culture

Published: June 23, 2020, 2:09 p.m.
Duration: 37 minutes 45 seconds

Listed in: Business

Keeping Up with Rapid Changes in the Profession

Published: June 16, 2020, 2:09 p.m.
Duration: 33 minutes 6 seconds

Listed in: Business

Creating Impact in Your Community

Published: June 9, 2020, 4:39 p.m.
Duration: 40 minutes 18 seconds

Listed in: Business

Changing Narratives in the Profession

Published: June 2, 2020, 2:09 p.m.
Duration: 36 minutes 2 seconds

Listed in: Business

Designing the Life You Want

Published: May 26, 2020, 3:19 p.m.
Duration: 34 minutes 47 seconds

Listed in: Business

Thoughtful Dialogues and Deep Listening in the Profession

Published: May 19, 2020, 2:09 p.m.
Duration: 46 minutes 34 seconds

Listed in: Business

Sustainable Investing and How to Do Better

Published: May 12, 2020, 2:09 p.m.
Duration: 49 minutes 29 seconds

Listed in: Business

Successful Planning Partnerships and Work/Life Balance

Published: May 5, 2020, 2:09 p.m.
Duration: 40 minutes 47 seconds

Listed in: Business

Real Work and the Secret Society of Financial Planners

Published: April 28, 2020, 2:09 p.m.
Duration: 35 minutes 19 seconds

Listed in: Business

Global Perspectives on the Financial Planning Profession

Published: April 21, 2020, 2:09 p.m.
Duration: 34 minutes 47 seconds

Listed in: Business

The Retirement Planning Experience

Published: April 14, 2020, 2:09 p.m.
Duration: 33 minutes 11 seconds

Listed in: Business

The 75/25 Rule & the Power of Listening

Published: April 7, 2020, 1:08 p.m.
Duration: 53 minutes 25 seconds

Listed in: Business

Actions Speak Louder than Words

Published: March 31, 2020, 2:09 p.m.
Duration: 43 minutes 19 seconds

Listed in: Business

How to Ace the Interview as a New Planner

Published: March 24, 2020, 2:09 p.m.
Duration: 35 minutes 36 seconds

Listed in: Business

Taking Your Career as It Comes

Published: March 17, 2020, 2:09 p.m.
Duration: 52 minutes 20 seconds

Listed in: Business

7 Planners & Their Takeaways from Fall Residency

Published: March 10, 2020, 2:09 p.m.
Duration: 38 minutes 24 seconds

Listed in: Business

The 12 Tribes of Financial Planning

Published: March 3, 2020, 3:09 p.m.
Duration: 56 minutes 24 seconds

Listed in: Business

Building a Lifestyle Practice to Find Balance

Published: Feb. 25, 2020, 4:10 p.m.
Duration: 29 minutes 4 seconds

Listed in: Business

Understanding Strengths & the Power of Niches

Published: Feb. 18, 2020, 4:10 p.m.
Duration: 43 minutes 35 seconds

Listed in: Business

Embracing Fintech and the Future

Published: Feb. 11, 2020, 4:10 p.m.
Duration: 49 minutes 59 seconds

Listed in: Business

Better Communication and the Future of Fintech

Published: Feb. 4, 2020, 4:51 p.m.
Duration: 44 minutes 9 seconds

Listed in: Business

Determine Your Own Career Path

Published: Jan. 28, 2020, 2:08 p.m.
Duration: 33 minutes 43 seconds

Listed in: Business

Every Type Is Needed: Personality & Planning

Published: Jan. 21, 2020, 2:08 p.m.
Duration: 28 minutes 26 seconds

Listed in: Business

Making the Profession Worth Signing up For

Published: Jan. 14, 2020, 2:08 p.m.
Duration: 51 minutes 56 seconds

Listed in: Business

Changes Needed in the Profession (And How We Can Make Them)

Published: Jan. 7, 2020, 2:46 p.m.
Duration: 52 minutes 42 seconds

Listed in: Business

Inquiry, Regulation, & Massive Changes to Australias Financial Services

Published: Dec. 31, 2019, 2:08 p.m.
Duration: 54 minutes 2 seconds

Listed in: Business

NexGen Mini Talks: The Future of Financial Planning

Published: Dec. 24, 2019, 2:08 p.m.
Duration: 41 minutes 11 seconds

Listed in: Business

From Industry to Profession with Advocacy and Higher Standards

Published: Dec. 17, 2019, 2:08 p.m.
Duration: 44 minutes 19 seconds

Listed in: Business

Maximizing Your Potential Within the Profession

Published: Dec. 10, 2019, 2:08 p.m.
Duration: 35 minutes 12 seconds

Listed in: Business

Why Financial Planning Is Needed Now More Than Ever

Published: Dec. 3, 2019, 2:08 p.m.
Duration: 1 hour 42 seconds

Listed in: Business

The Generous Impact of The Foundation for Financial Planning

Published: Nov. 26, 2019, 3:09 p.m.
Duration: 39 minutes 25 seconds

Listed in: Business

Embracing Your Story & Your Impact

Published: Nov. 19, 2019, 6:17 p.m.
Duration: 45 minutes 15 seconds

Listed in: Business

The Financial Power of Philanthropy

Published: Nov. 12, 2019, 2:08 p.m.
Duration: 43 minutes

Listed in: Business

Disruption for a New Generation

Published: Nov. 5, 2019, 6:46 p.m.
Duration: 42 minutes 42 seconds

Listed in: Business

From Academia to Award-Winning CFP

Published: Oct. 29, 2019, 1:17 p.m.
Duration: 34 minutes 16 seconds

Listed in: Business

The Quest for Purpose First Planning

Published: Oct. 22, 2019, 1:08 p.m.
Duration: 48 minutes 22 seconds

Listed in: Business

How Practical Wisdom Helps Clients Navigate Uncertainty

Published: Oct. 15, 2019, 1:08 p.m.
Duration: 41 minutes 25 seconds

Listed in: Business

Charging What is Fair

Published: Oct. 8, 2019, 5:47 p.m.
Duration: 37 minutes 57 seconds

Listed in: Business

Charging Clients for Exactly What They Want

Published: Oct. 1, 2019, 1:46 p.m.
Duration: 44 minutes 9 seconds

Listed in: Business

Compensation Models: Which One is Right for You?

Published: Sept. 24, 2019, 2:44 p.m.
Duration: 56 minutes 15 seconds

Listed in: Business

Banking, Insurance & Investments: Finding Your Role in the Profession

Published: Sept. 17, 2019, 3:28 p.m.
Duration: 23 minutes 52 seconds

Listed in: Business

Solving Todays Problems and Building Trust for Tomorrow

Published: Sept. 10, 2019, 3:10 p.m.
Duration: 39 minutes 30 seconds

Listed in: Business

The Correlation Between Mentorship & NexGen Success

Published: Sept. 3, 2019, 3:10 p.m.
Duration: 1 hour 13 minutes 29 seconds

Listed in: Business

Enhancing Client Relationships Through Charitable Giving

Published: Aug. 27, 2019, 3:10 p.m.
Duration: 49 minutes 28 seconds

Listed in: Business

The Importance of Service, Trust, & a Shining Reputation

Published: Aug. 20, 2019, 7:04 p.m.
Duration: 1 hour 9 minutes 6 seconds

Listed in: Business

Saying Yes to Opportunities & Impact

Published: Aug. 13, 2019, 3:10 p.m.
Duration: 1 hour 12 minutes 16 seconds

Listed in: Business

Inside The Next Generations Revolution

Published: Aug. 6, 2019, 3:10 p.m.
Duration: 51 minutes 39 seconds

Listed in: Business

Succession Plans, Student Loans & Craft Beer

Published: July 30, 2019, 7:48 p.m.
Duration: 42 minutes 39 seconds

Listed in: Business

Where Education and Practice Meet

Published: July 23, 2019, 4:19 p.m.
Duration: 57 minutes 1 second

Listed in: Business

Find Your Place in the Profession

Published: July 16, 2019, 2:46 p.m.
Duration: 50 minutes 6 seconds

Listed in: Business

Leveraging Opportunities for Your Career

Published: July 9, 2019, 3:26 p.m.
Duration: 35 minutes 52 seconds

Listed in: Business

Focus on Your Message

Published: July 2, 2019, 7:45 p.m.
Duration: 36 minutes 23 seconds

Listed in: Business

Finding Your Identity, Purpose, and Impact

Published: June 25, 2019, 7:57 p.m.
Duration: 43 minutes 49 seconds

Listed in: Business

Forging a Path to Partnership

Published: June 18, 2019, 5:04 p.m.
Duration: 36 minutes 27 seconds

Listed in: Business

The Value of Next Generation Planners

Published: June 11, 2019, 5:02 p.m.
Duration: 49 minutes 23 seconds

Listed in: Business

Changing Careers and Finding Financial Planning Success

Published: June 4, 2019, 2:09 p.m.
Duration: 36 minutes 41 seconds

Listed in: Business

Merging Career Paths

Published: May 28, 2019, 5:24 p.m.
Duration: 38 minutes 3 seconds

Listed in: Business

Showing Up: The Key for Successful Hires and Accomplished Careers

Published: May 21, 2019, 3:20 p.m.
Duration: 46 minutes 12 seconds

Listed in: Business

A Mindset for Career and Succession Planning Success

Published: May 14, 2019, 6:14 p.m.
Duration: 47 minutes 44 seconds

Listed in: Business

A Survey of Succession Planning

Published: May 7, 2019, 3:31 p.m.
Duration: 37 minutes 26 seconds

Listed in: Business

The Story of a Merger: Combined Forces and the Future of a Firm

Published: April 30, 2019, 3:31 p.m.
Duration: 50 minutes 52 seconds

Listed in: Business

Reimagining Mentorship and Financial Planning

Published: April 23, 2019, 11:19 p.m.
Duration: 42 minutes 1 second

Listed in: Business

To Integrate and Flourish in a Financial Planning Firm

Published: April 16, 2019, 4:47 p.m.
Duration: 41 minutes 17 seconds

Listed in: Business

Professional Growth and Management

Published: April 9, 2019, 4:33 p.m.
Duration: 46 minutes 15 seconds

Listed in: Business

Operations and You: Leadership, Culture, and Careers

Published: April 2, 2019, 5:21 p.m.
Duration: 46 minutes 11 seconds

Listed in: Business

Career Paths in Banking: From Teller to Financial Planner

Published: March 26, 2019, 8:12 p.m.
Duration: 43 minutes 32 seconds

Listed in: Business

Paraplanning: Finding the Perfect Fit

Published: March 19, 2019, 7:57 p.m.
Duration: 35 minutes 15 seconds

Listed in: Business

Insights from Paraplanners About the Financial Planning Profession

Published: March 12, 2019, 5:03 p.m.
Duration: 58 minutes 20 seconds

Listed in: Business

Growing a Practice with Project and Hourly Planning

Published: March 5, 2019, 7:24 p.m.
Duration: 53 minutes 11 seconds

Listed in: Business

Exploring Career Paths and A Better Way to Manage

Published: Feb. 26, 2019, 9:46 p.m.
Duration: 39 minutes 6 seconds

Listed in: Business

Managing Others Well

Published: Feb. 19, 2019, 6:03 p.m.
Duration: 53 minutes 12 seconds

Listed in: Business

Finding Financial Wellness as a Career Path

Published: Feb. 12, 2019, 7:32 p.m.
Duration: 45 minutes 30 seconds

Listed in: Business

New Year, New Hosts

Published: Feb. 5, 2019, 6:12 p.m.
Duration: 24 minutes 4 seconds

Listed in: Business

Redefining Expectations and Personal Brands

Published: Jan. 29, 2019, 7:32 p.m.
Duration: 42 minutes 12 seconds

Listed in: Business

Leaving a Legacy: A Case for Mentorship Within Financial Planning

Published: Jan. 22, 2019, 7:33 p.m.
Duration: 41 minutes 3 seconds

Listed in: Business

Finding Yourself in a New Normal

Published: Jan. 15, 2019, 7:53 p.m.
Duration: 40 minutes 47 seconds

Listed in: Business

A Journey From Education to Financial Planning

Published: Jan. 8, 2019, 6:57 p.m.
Duration: 32 minutes 48 seconds

Listed in: Business

Developing a Personal Marketing Plan

Published: Jan. 1, 2019, 7:01 p.m.
Duration: 50 minutes 20 seconds

Listed in: Business

Developing Specialized Practices

Published: Dec. 25, 2018, 6:25 p.m.
Duration: 59 minutes 8 seconds

Listed in: Business

Navigating Career Paths in Financial Planning

Published: Dec. 18, 2018, 9:47 p.m.
Duration: 38 minutes 22 seconds

Listed in: Business

A Conversation with the Dean of Financial Planning

Published: Dec. 11, 2018, 6:14 p.m.
Duration: 32 minutes 45 seconds

Listed in: Business

Reinventing Wealth Management

Published: Dec. 4, 2018, 7:28 p.m.
Duration: 39 minutes 48 seconds

Listed in: Business

From New Planner to Partner-Eligible in 5 Years

Published: Nov. 27, 2018, 8:38 p.m.
Duration: 57 minutes 57 seconds

Listed in: Business

Growing in Confidence and Building a Practice

Published: Nov. 20, 2018, 2 p.m.
Duration: 50 minutes 58 seconds

Listed in: Business

Living in Beta

Published: Nov. 13, 2018, 2:08 p.m.
Duration: 54 minutes 58 seconds

Listed in: Business

Launching into the Financial Planning Profession

Published: Nov. 6, 2018, 6:14 p.m.
Duration: 43 minutes 35 seconds

Listed in: Business

Iron Butterflies and the Evolution of Financial Planning

Published: Oct. 30, 2018, 1:15 p.m.
Duration: 32 minutes 30 seconds

Listed in: Business

Venturing Into Entrepreneurship

Published: Oct. 23, 2018, 1:12 p.m.
Duration: 34 minutes 5 seconds

Listed in: Business

G2 and the Importance of Continuous Learning

Published: Oct. 16, 2018, 1 p.m.
Duration: 49 minutes 5 seconds

Listed in: Business

What You Need to Know About Succession Planning

Published: Oct. 9, 2018, 7:49 p.m.
Duration: 47 minutes 35 seconds

Listed in: Business

History of Financial Life Planning pt 2

Published: Oct. 2, 2018, 9:07 p.m.
Duration: 1 hour 58 seconds

Listed in: Business

Disrupting Portfolio Management with a Flat Fee Business Model

Published: Sept. 25, 2018, 8:18 p.m.
Duration: 46 minutes 39 seconds

Listed in: Business

Defending the Fiduciary Standard

Published: Sept. 18, 2018, 6 p.m.
Duration: 48 minutes 2 seconds

Listed in: Business

History of Financial Life Planning pt 1 with George Kinder

Published: Sept. 11, 2018, 7:52 p.m.
Duration: 51 minutes 32 seconds

Listed in: Business

Building Non-Traditional Career Paths

Published: Sept. 4, 2018, 6:48 p.m.
Duration: 55 minutes 15 seconds

Listed in: Business

Financial Advice: What Works and What Doesnt

Published: Aug. 28, 2018, 9:28 p.m.
Duration: 45 minutes 50 seconds

Listed in: Business

Marriage, Money, and the Military

Published: Aug. 21, 2018, 1 p.m.
Duration: 44 minutes 11 seconds

Listed in: Business

Starting an RIA Serving the Next Generation

Published: Aug. 14, 2018, 1:14 p.m.
Duration: 46 minutes 20 seconds

Listed in: Business

Internal Succession Plans and a Culture of Success

Published: Aug. 7, 2018, 7:07 p.m.
Duration: 50 minutes 16 seconds

Listed in: Business

Fighting for the Fiduciary Standard: FPAs 2004 Lawsuit Against the SEC

Published: July 31, 2018, 8:40 p.m.
Duration: 50 minutes 29 seconds

Listed in: Business

Financial Coaching and Exceptional Planning

Published: July 24, 2018, 8:14 p.m.
Duration: 59 minutes 57 seconds

Listed in: Business

Navigating Workplace Dysfunction

Published: July 17, 2018, 6:04 p.m.
Duration: 1 hour 14 seconds

Listed in: Business

Growing Together: Voices of Gathering 2018

Published: July 10, 2018, 8:19 p.m.
Duration: 36 minutes 49 seconds

Listed in: Business

Becoming a Marketing Advocate for Financial Planners

Published: July 3, 2018, 4:38 p.m.
Duration: 56 minutes 49 seconds

Listed in: Business

Demystifying the Financial Planning Profession

Published: June 26, 2018, 4:48 p.m.
Duration: 54 minutes 29 seconds

Listed in: Business

Unlocking Your Greatest Asset

Published: June 19, 2018, 6:30 p.m.
Duration: 1 hour 1 minute 53 seconds

Listed in: Business

Growing With Your Tribe in the Financial Planning Profession

Published: June 12, 2018, 6:05 p.m.
Duration: 1 hour 15 minutes 31 seconds

Listed in: Business

Getting Honest About Community Within Our Profession

Published: June 5, 2018, 8 p.m.
Duration: 46 minutes 2 seconds

Listed in: Business

Hybrid Vigor: The ICFP + IAFP Merger

Published: May 29, 2018, 11:12 p.m.
Duration: 1 hour 14 minutes 44 seconds

Listed in: Business

Building Successful Practices and Careers Through Authentic Relationships

Published: May 22, 2018, 9:47 p.m.
Duration: 1 hour 9 minutes 30 seconds

Listed in: Business

How and Why We Should Address Gender Inequality in our Profession Live at FPA Retreat

Published: May 15, 2018, 3:30 p.m.
Duration: 55 minutes 17 seconds

Listed in: Business

45 Years of Building a Profession Live at FPA Retreat

Published: May 8, 2018, 8:36 p.m.
Duration: 53 minutes 14 seconds

Listed in: Business

Supporting the Next Generation of Financial Planners

Published: May 1, 2018, 2:05 p.m.
Duration: 43 minutes 58 seconds

Listed in: Business

Tools to Help Facilitate Financial Health

Published: April 24, 2018, 1 p.m.
Duration: 1 hour 4 minutes 17 seconds

Listed in: Business

Forming Partnerships, Starting Your Own Business, and Planning Mindfully

Published: April 17, 2018, noon
Duration: 49 minutes 34 seconds

Listed in: Business

Telling Your Advisor Story

Published: April 10, 2018, 6:01 p.m.
Duration: 46 minutes 41 seconds

Listed in: Business

Defining Your Greatest Contribution

Published: April 3, 2018, 6:01 p.m.
Duration: 1 hour 20 seconds

Listed in: Business

What it Means to Be a Business Owner

Published: March 27, 2018, 9:43 p.m.
Duration: 56 minutes 28 seconds

Listed in: Business

Financial Life Planning

Published: March 20, 2018, 7:36 p.m.
Duration: 48 minutes 24 seconds

Listed in: Business

Why Becoming an Expert Should Be Your #1 Priority

Published: March 13, 2018, 6:51 p.m.
Duration: 1 hour 2 minutes 7 seconds

Listed in: Business

Digging Deep on Content Marketing and Communication Strategies

Published: March 6, 2018, 10:41 p.m.
Duration: 48 minutes 57 seconds

Listed in: Business

Growing a Personal Brand as a Woman in Financial Planning

Published: Feb. 27, 2018, 10:04 p.m.
Duration: 58 minutes 4 seconds

Listed in: Business

Virtually Serving Planners

Published: Feb. 21, 2018, 12:19 a.m.
Duration: 38 minutes 37 seconds

Listed in: Business

Facilitating Financial Health

Published: Feb. 6, 2018, 8:19 p.m.
Duration: N/A

Listed in: Business

Lessons Learned from a Decade of Serving Younger Clients

Published: Jan. 30, 2018, 9:28 p.m.
Duration: N/A

Listed in: Business

Virtual Paraplanning and Building Processes

Published: Jan. 23, 2018, 7:12 p.m.
Duration: N/A

Listed in: Business

Defining Success as a Business Owner

Published: Jan. 16, 2018, 7:12 p.m.
Duration: 36 minutes 55 seconds

Listed in: Business

Succession Planning & Working with Business Owners

Published: Jan. 9, 2018, 9 p.m.
Duration: N/A

Listed in: Business

Career Paths and Building a Stronger Profession

Published: Jan. 2, 2018, 10:03 p.m.
Duration: N/A

Listed in: Business

Solving the Client Implementation Problem

Published: Dec. 26, 2017, 8:13 p.m.
Duration: N/A

Listed in: Business

Minding the Technology Gap in Financial Planning

Published: Dec. 19, 2017, 11:11 p.m.
Duration: N/A

Listed in: Business

Growing a Millennial-Focused Practice

Published: Dec. 12, 2017, 7:30 p.m.
Duration: N/A

Listed in: Business

Positive Psychology in Financial Planning

Published: Dec. 5, 2017, 9:27 p.m.
Duration: N/A

Listed in: Business

Finding and Succeeding in a New Job

Published: Nov. 28, 2017, 10:40 p.m.
Duration: N/A

Listed in: Business

A Day in the Life of an Aspiring Financial Planner

Published: Nov. 21, 2017, 1:14 a.m.
Duration: N/A

Listed in: Business

Entering the Profession with Confidence

Published: Nov. 14, 2017, 8:54 p.m.
Duration: N/A

Listed in: Business

This Is My Dream Job: Part Two

Published: Nov. 9, 2017, 5:11 p.m.
Duration: N/A

Listed in: Business

This Is My Dream Job: Part One

Published: Nov. 7, 2017, 6:53 p.m.
Duration: N/A

Listed in: Business

LIVE From FinCon17: Kali Hawlk

Published: Oct. 31, 2017, 5:15 p.m.
Duration: N/A

Listed in: Business

A Passion for People and Proactive Planning

Published: Oct. 24, 2017, 5:04 p.m.
Duration: N/A

Listed in: Business

Voices of FPA

Published: Oct. 17, 2017, 3:07 p.m.
Duration: N/A

Listed in: Business

Ben, Belgium, and Behavioral Finance

Published: Oct. 10, 2017, 7:57 p.m.
Duration: N/A

Listed in: Business

Live Big with Dr. Dave Yeske

Published: Oct. 3, 2017, 1 p.m.
Duration: N/A

Listed in: Business

FPA Journal in the Round: the Next Generation of Planners Shifting the Paradigm

Published: Sept. 26, 2017, 5 p.m.
Duration: 55 minutes 17 seconds

Listed in: Business

Finding Your Fit in the Financial Planning Profession

Published: Sept. 19, 2017, 3:01 p.m.
Duration: N/A

Listed in: Business

A Wealth of Opportunity

Published: Sept. 12, 2017, 8:35 a.m.
Duration: 51 minutes 55 seconds

Listed in: Business

Stumbling Into Financial Planning

Published: Sept. 5, 2017, 6:02 p.m.
Duration: 51 minutes 44 seconds

Listed in: Business

The Future of Financial Planning FPA DFW Seminar

Published: Aug. 30, 2017, 3:29 p.m.
Duration: 52 minutes 43 seconds

Listed in: Business

What We Wish We Knew Before Starting Over

Published: Aug. 22, 2017, 8:24 p.m.
Duration: 1 hour 2 minutes 54 seconds

Listed in: Business

What We Wish We Knew Before We Left

Published: Aug. 15, 2017, 8:10 p.m.
Duration: 29 minutes 6 seconds

Listed in: Business

Athlete, Rebel, and Financial Coach

Published: Aug. 9, 2017, 12:37 a.m.
Duration: 47 minutes 50 seconds

Listed in: Business

Cost Matters

Published: Aug. 1, 2017, 2:49 p.m.
Duration: 50 minutes 58 seconds

Listed in: Business

Mr. Tall, Dark, and Handsome

Published: July 24, 2017, 7:22 p.m.
Duration: 1 hour 14 minutes 27 seconds

Listed in: Business

Dont Be Afraid to Try Things

Published: July 17, 2017, 2:33 a.m.
Duration: 1 hour 4 minutes 54 seconds

Listed in: Business

The Business of Financial Planning FPA DFW Seminar

Published: July 11, 2017, 11 p.m.
Duration: N/A

Listed in: Business

Networking, Vision, and Partnerships

Published: July 4, 2017, 2:11 p.m.
Duration: N/A

Listed in: Business

Wiser Together The Power of Mentoring

Published: June 26, 2017, 7:06 p.m.
Duration: 47 minutes 14 seconds

Listed in: Business

From Psychologist to Financial Planner The Exceptional Career of Carol Craigie

Published: June 19, 2017, 5:55 p.m.
Duration: 56 minutes 7 seconds

Listed in: Business

The Story of NexGen (for NexGen Gathering 2017)

Published: June 15, 2017, 9:29 p.m.
Duration: 20 minutes 48 seconds

Listed in: Business

Mixing Fitness with Finance

Published: June 12, 2017, 6:07 p.m.
Duration: 59 minutes 10 seconds

Listed in: Business

Bridging Research and Practice: Life Planning

Published: June 5, 2017, 6:08 p.m.
Duration: 59 minutes 16 seconds

Listed in: Business

The Evolution of a Practice

Published: May 18, 2017, 6:11 p.m.
Duration: 40 minutes 52 seconds

Listed in: Business

Shaping the Profession: Growing Together with Academia

Published: May 11, 2017, 6:10 p.m.
Duration: 56 minutes 11 seconds

Listed in: Business

Processes FPA DFW Seminar

Published: May 2, 2017, 5:54 p.m.
Duration: 57 minutes 26 seconds

Listed in: Business

The Story that is Dave Grant: Act 2

Published: April 17, 2017, 6:19 p.m.
Duration: 30 minutes 38 seconds

Listed in: Business

The Backstory and the Numbers

Published: April 11, 2017, 6:50 p.m.
Duration: 47 minutes 49 seconds

Listed in: Business

Silencing the Shoulds

Published: March 24, 2017, 8:35 p.m.
Duration: 45 minutes 53 seconds

Listed in: Business

Creative, Fee-only, and Successful

Published: March 17, 2017, 3 a.m.
Duration: 45 minutes 16 seconds

Listed in: Business

Reinventing the Firm of the Future

Published: March 10, 2017, 4 a.m.
Duration: 58 minutes 12 seconds

Listed in: Business

Research Tells a Different Story

Published: March 3, 2017, 7:15 p.m.
Duration: 46 minutes 48 seconds

Listed in: Business

Virtual Planning FPA DFW Seminar

Published: Feb. 24, 2017, 4 a.m.
Duration: 55 minutes 17 seconds

Listed in: Business

Building Your Own Thing and Working with Family

Published: Feb. 17, 2017, 4:26 a.m.
Duration: 38 minutes 51 seconds

Listed in: Business

The Most Important Profession in the 21st Century

Published: Feb. 10, 2017, 6:08 a.m.
Duration: 31 minutes 8 seconds

Listed in: Business

Technology Solutions & Skills #fintech #worthdoing

Published: Feb. 3, 2017, 4 a.m.
Duration: 55 minutes 22 seconds

Listed in: Business

Elderly Clients with Rick Kagawa

Published: Jan. 27, 2017, 1 a.m.
Duration: 29 minutes 35 seconds

Listed in: Business

What is Financial Planning?

Published: Jan. 20, 2017, 6:18 a.m.
Duration: 42 minutes 46 seconds

Listed in: Business

The Brave Millennial

Published: Jan. 13, 2017, 4:15 a.m.
Duration: 50 minutes 6 seconds

Listed in: Business

New Year, New Show?

Published: Jan. 6, 2017, 4 a.m.
Duration: 38 minutes 8 seconds

Listed in: Business

In on the Ground Floor

Published: Dec. 21, 2016, 8:15 p.m.
Duration: 40 minutes 46 seconds

Listed in: Business

The Importance of Processes with Deborah Fox

Published: Dec. 12, 2016, 4:30 a.m.
Duration: 49 minutes 12 seconds

Listed in: Business

Career Changes with Kirsten Ismail

Published: Dec. 5, 2016, 1 a.m.
Duration: 44 minutes 23 seconds

Listed in: Business

Sales with Glenn Mattson

Published: Nov. 21, 2016, 1:30 a.m.
Duration: 47 minutes 14 seconds

Listed in: Business

Episode 26 Sophia Bera

Published: Nov. 14, 2016, 1:30 a.m.
Duration: 58 minutes 27 seconds

Listed in: Business

Episode 25 Dave Yeske

Published: Nov. 6, 2016, 11 p.m.
Duration: 43 minutes 12 seconds

Listed in: Business

Episode 24 Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II

Published: Oct. 27, 2016, 7:22 p.m.
Duration: 51 minutes 37 seconds

Listed in: Business

Episode 23 Dennis Moore

Published: Oct. 21, 2016, 2:15 a.m.
Duration: 41 minutes 55 seconds

Listed in: Business

Episode 22 Networking

Published: Oct. 14, 2016, 3:04 a.m.
Duration: 55 minutes 10 seconds

Listed in: Business

Career Transitions

Published: Sept. 30, 2016, 3:46 a.m.
Duration: 1 hour 59 seconds

Listed in: Business

Episode 20 Scott Kahan

Published: Sept. 23, 2016, 3:26 a.m.
Duration: 1 hour 9 minutes 1 second

Listed in: Business

Episode 19 Mike Mills

Published: Sept. 15, 2016, 11:52 p.m.
Duration: 40 minutes 13 seconds

Listed in: Business

Episode 18 Caleb Brown

Published: Sept. 9, 2016, 12:37 a.m.
Duration: 59 minutes 14 seconds

Listed in: Business

Episode 17 Brad Baldridge

Published: Sept. 2, 2016, 4:13 a.m.
Duration: 49 minutes 4 seconds

Listed in: Business

Episode 16 Katie Brewer

Published: Aug. 25, 2016, 5:19 a.m.
Duration: 57 minutes 15 seconds

Listed in: Business

Episode 15 Another Firm Owners Perspective

Published: Aug. 18, 2016, 3:11 a.m.
Duration: 1 hour 2 minutes

Listed in: Business

Episode 14 A Firm Owners Perspective

Published: Aug. 11, 2016, 1:49 a.m.
Duration: 34 minutes 45 seconds

Listed in: Business

Episode 13 Blogging for Financial Advisors

Published: Aug. 3, 2016, 7:31 p.m.
Duration: 1 hour 3 minutes 18 seconds

Listed in: Business

Business Models

Published: July 27, 2016, 11:36 p.m.
Duration: 1 hour 12 minutes 53 seconds

Listed in: Business

Episode 11 Moving the Profession Forward

Published: July 14, 2016, 2:13 a.m.
Duration: 1 hour 9 minutes 9 seconds

Listed in: Business

Episode 10 History of Financial Planning

Published: July 6, 2016, 9:03 p.m.
Duration: 36 minutes 17 seconds

Listed in: Business

Episode 9 Listener Letter Feeling Stuck

Published: June 29, 2016, 7:57 p.m.
Duration: 22 minutes

Listed in: Business

Casey's Career Path

Published: June 22, 2016, 11:23 p.m.
Duration: 1 hour 6 minutes 20 seconds

Listed in: Business

Episode 7 Partnerships

Published: June 15, 2016, 4:14 p.m.
Duration: 50 minutes 50 seconds

Listed in: Business

Designations

Published: April 18, 2016, 6:50 p.m.
Duration: 1 hour 17 minutes 12 seconds

Listed in: Business

Episode 5 Ben Briggs

Published: April 13, 2016, 9:08 p.m.
Duration: 17 minutes 1 second

Listed in: Business

Episode 4 Sameer Somal

Published: March 18, 2016, 5:02 p.m.
Duration: N/A

Listed in: Business

Episode 3 Susan Bradley

Published: Feb. 8, 2016, 7:15 p.m.
Duration: 31 minutes 13 seconds

Listed in: Business

Episode 2 Roger Whitney

Published: Jan. 29, 2016, 8:58 p.m.
Duration: 30 minutes 50 seconds

Listed in: Business

Episode 1 Neil Maxwell

Published: Jan. 28, 2016, 3:17 a.m.
Duration: 33 minutes 23 seconds

Listed in: Business