Reinventing the Firm of the Future
b'Today on the podcast Hannah interviews James Matthews, CFP\\xae, the Managing Director of Blueprint, a next generation financial planning firm in Charlotte, NC. James is on the front lines designing the financial planning firm of the future on a large scale and providing financial planning advice to younger clients who need\\xa0it.\\nJames shares his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.\\nI am excited to share this episode with you and can\\u2019t wait to see what the future holds for James and Blueprint. I hope you enjoy this episode!\\n\\n\\u201cA lot of times people don\\u2019t know what financial planning is until you show it to them. They just have this idea that they have a bunch of stuff going on and it\\u2019s confusing to them\\u2026 We\\u2019re trying to make this as accessible and least threatening as possible.\\u201d\\n\\xa0\\nThe Monthly Retainer Model in Financial Planning\\nXY Planning Network\\nDimensional Fund Advisors\\xa0\\nGeorge Kinder\\nFinancial Therapy\\nCarl Richards'