You're a Financial Planner...Now What?

Want to be the best CFP® professional you can be? On our podcast, "You’re a Financial Planner, Now What?" our hosts are on a mission to share insights from across the profession. Every week, there's a new episode featuring financial planners and other professionals, on topics ranging from designations to business models to support your clients.

Latest Episodes

Ask Hannah Anything! FPA of Michigan's Student Event (Live Recording)

Hannah spoke with Stephanie Trexler, CFP®, in an Ask Me Anything session at the FPA Michigan Student Success Summit. She shared the secret sauce behind FPA’s Virtual Externship Program and her excitement about the next generation of planners.
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Upheaval, Values, and Adaptability in the Profession with Marina Hernández, EA, CFP®, CEPA™

Marina spoke with Matt Fizell, CFP®, about forging your career path in an unpredictable world, and the interesting tax and financial planning needs of Americans living overseas.
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Save Up, Show Up, and Don’t Give Up with Pamela Rodriguez, CFP®

Pamela Rodriguez, CFP®, is the founder of Fulfilled Finances. She spoke with Alexandria Davis about the fulfilling (and exhausting) journey of building a business while raising a baby and how a specialized university program paved the way for her firm.
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Building Calluses & Growing into Entrepreneurship with Chad Chubb, CFP®, CSLP

Chad Chubb is a CFP®, CSLP®, and the lead advisor and founder of Wealth Keel. His firm specializes in simplifying the complex financial lives of Gen X and Gen Y physicians.
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Women in the Conversation

Listen as Stephanie and Matt Fizell, CFP®, discuss feeling unsure about where you fit, finding inspiration outside of your experience, and changing the profession’s narrative to include and support women.
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Disruption is Coming. Are You Ready? with Julia Carreon

Julia spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was inevitable, and how the profession can better prepare
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Know Thyself: The Path to Being a Better Advisor with Zaneilia Harris, CFP®

Zaneilia speaks with Hannah Moore, CFP®, about inner and outer signals that have helped her find her way in her care
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Say What You Think with Ashby Daniels, CFP®

Ashby and Matt Fizell, CFP®, discuss the impact you can create on your business and your audience’s goals when you’re committed to creating genuinely helpful content.
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Automation and Online Branding with Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI

In this episode, Angela discusses her firm’s unique online service model and how they use automation to streamline everything. She also shares how self-acceptance has has helped her thrive in every aspect of her business.
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Rational and Impactful Goals with Samantha Lamas and Ryan Murphy, Ph.D.

Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about their award-winning research and more!
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Helping Millennial Couples Align Their Money With Their Values, with Kevin Mahoney, CFP®

Today, CERTIFIED FINANCIAL PLANNERS Matt Fizell and Kevin Mahoney explore the downfalls of restrictive fee models and how Kevin found a profitable way to serve a non-traditional market.
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Helping Large and Small Clients at Scale with JD Bruce, CPA, PFS™

In this episode of YAFPNW, JD Bruce, CPA, PFS™, and Hannah Moore, CFP® dig deep into the unique business model at Abacus Wealth Partners and what’s different about their Associate Training Program.
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Advocacy and Building the Future with Patrick Mahoney and Skip Schweiss, CFP®, AIF®

Patrick Mahoney is the new CEO of the Financial Planning Association, and Skip Schweiss, CFP®, AIF®, is the President of the Board. They chatted with Hannah Moore, CFP®, about the future of financial planning and more!
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Money Planning and Positivity with Jacqueline Schadeck, CFP®, AWMA®

Jacqueline Schadeck, CFP®, AWMA® spoke with Alexandria about how she thinks the financial planning profession can do better, and how her dedication to growth built her career.
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Career Growth with Purpose with Chelsea Ransom-Cooper, CFP®

Alexandria interviews Chelsea Ransom-Cooper, CFP®, about her work at Zenith Wealth Partners and how she came to found Women with Equity.
Career Growth with Purpose with Chelsea Ransom-Cooper, CFP®

Leaving Behind a Legacy with Kay Pfleghardt, CFP®

In this new episode of YAFPNW, Kay and Hannah discuss how she got her start in the profession, who Family Wealth and Legacy serves, and her firm’s team approach to clients.
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Greatness by Inches with Dasarte Yarnway

In this episode of You’re a Financial Planner, Now What?, Hannah Moore, CFP®️, and Dasarte Yarnway, Founder and Managing Director of Berknell Financial Group, talk about his path to the profession and founding his own firm.
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Find a Culture that Fits with Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Jamie talked to Hannah about his roles as attorney, researcher, teacher, and coach in the profession. They also discussed the importance of culture at a firm, why firm owners need to invest in their people, and how to become a better financial planner.
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Connecting with Broke Millennials with Erin Lowry, CFP®

In our newest episode of YAFPNW, Hannah and Erin discuss how Erin got the idea for Broke Millennial, what’s unique about serving this particular generation, what it’s like to write books, and much more!
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Music, Money, and Financial Education with Cody Garrett, CFP®

In our newest episode of YAFPNW, Hannah and Cody discuss his education and background in music, his passion for honest financial education, and how a music background influenced his approach to financial planning.
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Financial Planning, Financial Literacy, and Children’s Books with Jamie Bosse, CFP®, RFC

Jamie and Hannah talk about her career path, her passion for early financial education, and how her family’s adorable Welsh Corgi inspired a children’s book about finance.
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Personal Training for Financial Health with Shannon McLay, CFP®

Matt and Shannon talk about what makes The Financial Gym different from traditional financial firms, the psychology of working with clients, and the one skill that every advisor needs.
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Giving Career Changers a Jumpstart with Dominique Henderson, CFP®

In our latest episode of YAFPNW, Hannah talks to Dominique about helping career changers find their footing, his YouTube channel, and creating your own career path.
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How Life Experiences Shape Your Career with Diana Yanez, CFP®

On our new episode of YAFPNW, Hannah and Diana discuss how Diana got into the profession, how culture and upbringing affect money decisions, and what advice she’d give to other new professionals in the same situation.
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Operations as a Financial Planning Career with Michelle Wong, FPQP™

On our latest YAFPNW episode, Michelle talks to Hannah about how Nifty serves financial advisors, adapting to a virtual work environment, and how new planners can explore operations as a career path.
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More Personal Than Finance with Tim Maurer, CFP®

Tim and Hannah discuss the personal side of financial planning, the skills planners need to excel, and the impact we can make on our clients’ lives
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Emotions in Retirement and Financial Planning with Alexandra Armstrong, CFP®, CRPC®

We were thrilled to have Alex as a guest on our latest episode of YAFPNW. She and Hannah discuss the differences in how men and women approach retirement, how to understand the retirement mindset, and what inspired Alex to write her new book.
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A Special Blend of Finance and Creativity with Philip Olson, CFP® & Julia Lorenz-Olson

You may know Julia Lorenz-Olson and Philip Olson for their quirky, fun web series Two Cents, a weekly personal finance show on PBS aimed at millennials and Gen Z. Philip and Julia also founded The Art of Finance, an Austin-based financial services firm th
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Having a Vision to Guide Your Journey with Christy Raines, CFP® AIF®

In our new episode of YAFPNW, Christy and Hannah dive into that work-life balance dream. They also discuss how Christy grew Azimuth Wealth Management, moving around as a military spouse, relating to clients, and more.
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A Practice Built on Curiosity with Don St. Clair, CFP®, AIF®, ChSNC®

In our new episode of YAFPNW, Hannah and Don discuss how MortgageNudge came to be, why developing skills is just as important as gaining knowledge, and the importance of embracing uncertainty.
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Creative Financial Planning Using Video with Colin Overweg, CFP®

In this new episode of YAFPNW, Hannah and Colin talk about his use of video, what pushed him to start his own firm, and giving back to his alma mater.
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A Transformational Decade with Walter Booker

Tune in to the full episode to listen to Walter and Hannah discuss serving diverse clients, the financial literacy gap, different career pathways in the profession, and much more.
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Finding Happiness...Through Budgeting Spreadsheets with Cathy Curtis, CFP®

In our newest episode of YAFPNW, Hannah and Cathy dive into the history of The Happiness Spreadsheet, finding your niche, and how online marketing helped Cathy grow her brand.
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Financial Education and Changes in the Profession with Anna N'Jie-Konte, MBA, CFP®

In this episode of YAFPNW, Anna and Ian discuss her passion for financial planning, the importance of financial literacy, why and how the profession needs to be shaken up, and much more!
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Setting up “Guardrails” for a Firm with Adam Cmejla, CFP®

Time is precious, and we’ve never been busier. Host Matt Fizell, CFP® talked to Adam Cmejla, CFP®, about workflows and processes in our latest YAFPNW episode.
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The Psychology of Risk Tolerance & The Three Sides of Risk with Morgan Housel

Matt sat down with author and former finance columnist, Morgan Housel, to discuss how our experiences and thoughts affect our financial decisions. Matt and Morgan also talk about writing, risk tolerance, and his new upcoming book.
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Sourcing, Closing, and Servicing: A New Compensation Model

Matt and Zacc discussed Capita’s unique compensation model and how it contributes to the success of the firm. Zacc also explained how he got into the profession from the architecture industry and what he looks for in a new advisor hoping to join Capita.
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Approaching Financial Planning in New Ways

What is a “financial planner” really? Is a financial counselor the same thing as a financial planner? Can you make your own unique career based on your education, experiences, or training?
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Building a Relationship-Based Business

In our latest episode of YAFPNW, Hannah talked to Lawrence Sprung, CFP® and founder/ President of Mitlin Financial. Hannah and Lawrence discuss Mitlin Financial’s history and work, developing a niche in the profession, social media strategy, and much more
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Defining Roles Within the Profession and Firms

What does it take to get into financial planning? Once you’ve entered the profession, how do you define your role...and eventually, your career?
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Creating Connections Through Media

How can we build trust, raise the credibility for our profession, and reel in potential new clients? By connecting with our audience through the media.
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Financial Media: A Unique Path Within the Profession

In this episode, Caleb Silver explores finding your voice on social media, publishing good content that speaks to readers, the value of expertise, and much more.
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Creating a Personal Financial Planning Brand With Content

According to Justin Castelli, CFP® content plays a huge part in crafting your story and developing your personal brand.
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Connecting With Your Audience as a Financial Planning Professional

In our latest episode of YAFPNW, Hannah and Haley discuss how new planners can work with reporters and media, leverage social media to raise their value, and find their niche in the profession.
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The YAFPNW Giving Back Panel

Hannah Moore, CFP®, hosts a “giving back” panel with Kurt Kaczor, Director of Pro Bono at FPA; Robinson Crawford, CFP®; Alex Wilson, CFP®, FPA of GA NexGen Director; and Kyle Eaton, CFP®.
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Buying into Firms: Fit, Structure & Culture

Like many of our other guests on YAFPNW, Katie Seay, CFP®, proves that life as a financial planner so often takes you in a different direction.
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Keeping Up with Rapid Changes in the Profession

What does the future of financial planning look like? In our latest YAFPNW episode, Nathan Gehring, CFP®, talks about it with Hannah — as well as “slow financial planning,” providing value to clients, and how we’ll keep up with a rapidly evolving world.
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Creating Impact in Your Community

In our newest episode of YAFPNW, Alexandria and Louis discuss his upbringing, meeting people where they are, and how he changed the community he grew up in.
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Changing Narratives in the Profession

In our latest episode of YAFPNW, Matt Fizell, CFP®, speaks to Diane Bourdo, CFP® and president of women-owned and women-operated wealth management firm The Humphreys Group.
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Designing the Life You Want

In our latest episode of YAFPNW, Hannah talks with Roger Ma, CFP® and revenue intelligence analyst at Google, about how he got into the profession and the kind of clients he serves.
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Thoughtful Dialogues and Deep Listening in the Profession

Do you think you’re a good listener? How about a “deep listener?” Even if you say yes, we guarantee that you can learn a lot from our guest on the latest episode of YAFPNW.
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Sustainable Investing and How to “Do Better”

Those new to the profession might assume that becoming a financial planner is always our end goal, the only career path we can take. Our guest on the latest episode of YAFPNW disproves that.
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Successful Planning Partnerships and Work/Life Balance

What happens when you need to find a new job in the profession, but the opportunities out there aren’t quite right for you? If you’re investment advisor Nina O’Neal, the answer is simple: you create your own.
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Student completing FPA Externship course
Virtual Externship

A One-of-a-Kind Opportunity

Today, financial planning students entering the profession might find themselves without in-person internship or mentorship opportunities.