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

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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Making a Difference 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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Real Work and the Secret Society of Financial Planners

Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl had lots to share with Hannah about what the “real work” in our profession, the beauty of simplicity...
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Global Perspectives on the Financial Planning Profession

We get to regularly speak with diverse financial planners who hail from all corners of the United States. This week, we were lucky to talk with Kate Holmes, global advocate, CFP®, international speaker, and podcast host about what financial planning...
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The Retirement Planning Experience

This week, we welcomed back Roger Whitney, award-winning podcaster and CFP® who serves retirees. We talked about the three phases of his retirement planning experience, as well as the Retirement Answer Man podcast and his membership community...
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The 75/25 Rule & the Power of Listening

The doctor is in! We welcomed financial psychologist and CFP® Dr. Brad Klontz back for another episode of YAFPNW. This time, we discussed the power of communication and emotion, money scripts, and using social media to spread the truth about money.
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Actions Speak Louder than Words

Less than 1% of financial advisors are both CFA Charterholders and Certified Financial Planners. Keith Beverly, managing partner and CIO of Grid 202 Partners, is part of that 1%. Tune in to this episode as Keith shares his professional journey.
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How to Ace the Interview as a New Planner

What does it take to be a standout job candidate? Cooper Grady, CFP®, Director of Financial Planning at Apollon Wealth Management, had tons of practical advice to share with new planners navigating the hiring process.
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Taking Your Career as It Comes

Go big or go home. Dream big. But what if you’re not the “dreamer” type? Good news: you can still reach your goals. We talk to Meg Bartelt, CFP® and president of Flow Financial Planning, about how she built her firm through hard work, self-care, an awesom
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7 Planners & Their Takeaways from Fall Residency

FPA Fall Residency is a week-long program that takes place in Denver In this episode of YAFPNW, I caught up with my teammates from Residency to discuss our individual experiences and the big takeaways from the program.
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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.