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

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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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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The 12 Tribes of Financial Planning

This week on YAFPNW, we talked to a group of panelists about how understanding the unique cultures and traditions in each financial planning “tribe” will benefit your career search.
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Building a Lifestyle Practice to Find Balance

Benjamin Brandt, CFP®, podcast host, and president/founder of Capital City Wealth Management, is living that dream. In this episode of YAFPNW, Benjamin discusses his successful podcast, marketing tactics, and how running a lifestyle practice works.
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Understanding Strengths & the Power of Niches

This week we talk to Soraya Morris, lead trainer at financial planning software firm Envestnet MoneyGuide and jill-of-all-trades. Soraya and I talked about what she does at Envestnet MoneyGuide, her career journey, and more.
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Embracing Fintech and the Future

This week we talked to Jason Wenk, founder and CEO of digital brokerage platform Altruist, about doing just that.
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Better Communication and the Future of Fintech

Like any other relationship, it’s communication. Learn how Sean Brown’s company, YCharts, is helping financial advisors discover that.
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Determine Your Own Career Path

In this episode, Emily Purdon, CFP®, EA. discussed the importance of advocating for yourself in your career, the many paths of financial planning, and how to elevate a firm through onboarding.
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Every Type Is Needed: Personality & Planning

In this episode, Kevin Clark, CFP® shares how he “fell backwards” into a career in financial planning, how he started his career at a call center, and why different personality types in the financial planning profession are so important.
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Making the Profession Worth Signing up For

This episode features Mark Tibergien, Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing. In this episode, we chat about career paths in financial planning, how we can elevate the profession, and the importance of reverse mentoring.
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Changes Needed in the Profession (And How We Can Make Them)

In this episode, we were lucky enough to host financial management consultant Tyrone Ross, Jr. He talks about the current state of the profession in terms of diversity and education, as well as the changes we can make for a successful future.
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Inquiry, Regulation, & Massive Changes to Australia’s Financial Services

Paul Greenwood is an experienced Licensed Financial Adviser and a registered Tax Financial Adviser. In this episode, he shares the impact that a royal inquiry is having on the financial services industry in Australia, and what all of us can learn from it.
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NexGen Mini Talks: The Future of Financial Planning

In this episode, recorded at the FPA Annual Conference, we talked to NexGen thought leaders about their take on the profession, the challenges it faces, and what needs to happen to prepare future generations for success.
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From Industry to Profession with Advocacy and Higher Standards

Is financial planning a profession or an industry? What’s the difference between the two, and where is the future of financial planning headed? That’s exactly what we talk about on this week’s episode with Evelyn Zohlen, CFP®​ and Martin Seay, Ph.D., CFP®
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Maximizing Your Potential Within the Profession

In this episode, Preston Cherry, MS, CFP® talks about his career goals, starting his virtual firm, mentoring NexGen financial planners, and the winding road that has been his career.
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Why Financial Planning Is Needed Now More Than Ever

Trudy Turner, CFP® shared her insights on careers within the profession, the impact of diversity inclusion, where she sees the profession going, and her mantras for success.
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The Generous Impact of The Foundation for Financial Planning

Alex Armstrong, CFP®, the very first recipient of their Lifetime Achievement Award, and Jon Dauphine, CEO of the Foundation for Financial Planning, also joined us for this discussion on pro bono planning.
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Embracing Your Story & Your Impact

Marguerita Cheng, CFP® shares how she’s built a reputation in the profession by embracing her story and what makes her different. Tune in to find out what led her to financial planning, as well as how to give back within the profession.
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The Financial Power of Philanthropy

In this episode, Arlene Cogen, CFP® shares how she made the transition into philanthropy, what she’s doing to engage the next generation, and why it’s important to make charitable gifts that embody your core values.
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Disruption for a New Generation

Brent Weiss, CFP®, ChFC®shares his passion for increasing access to financial planning, the importance of finding your niche as a CFP® professional, and how we can work together to redefine wealth management.
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From Academia to Award-Winning CFP®

This week on YAFPNW, Tom L. Potts, Ph.D., CFP®, talks about how far the profession has come, peer learning, biases and the direction he sees the profession heading.
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The Quest for “Purpose First” Planning

In this episode, Ian Bloom, CFP® talks about his path to financial planning, how he’s developed his own “niche” based on his interests, and the importance of sharing content with your audience from Day One.
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How Practical Wisdom Helps Clients Navigate Uncertainty

In this episode, Dayana Kupisk, PhD talks about her research, her book, and how financial planners can engage clients and develop practical wisdom.
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Charging What is Fair

In this episode, Dan Yerger, MBA, CFP®, AIF®, CDFA®, talks about his extensive work in the financial planning profession, pro bono work, compensation calculations, and why he’s removing transactions from his fee model.
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Charging Clients for Exactly What They Want

In this episode, Kara Beth Vance, CFP® shares in the ins and outs of the hourly financial planning model, as well as how it benefits the firm, the advisors, and of course the clients.
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Compensation Models: Which One is Right for You?

This compensation model discussion covers a lot of ground - from deciding on a fee model to how models guide your client base and business and why innovation in the profession may affect your decision.
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Banking, Insurance & Investments: Finding Your Role in the Profession

Marina Rodriguez, CFP®, shares her career path from banking and insurance to investments and back to banking. Her story reminds all of us that it doesn’t matter if your financial planning career is a straight path or not.
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Solving Today’s Problems and Building Trust for Tomorrow

In this conversation, Charles Adi, CFP® opens up about his background, the path that brought him to financial planning, and how he’s grown a thriving firm from the ground up.
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The Correlation Between Mentorship & NexGen Success

Listen to René Nourse, CFP® insights on the progress of the profession, the role of inclusion, and how to find your place in it on this week’s episode.
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Enhancing Client Relationships Through Charitable Giving

John Hayes, shares his insights on how planning professionals and larger organizations like the American Heart Association are working together more and more to make an impact on the state of charitable giving.
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The Importance of Service, Trust, & a Shining Reputation

Tiffany Aliche, AKA The Budgetnista, shares her story, how she grew her business into an enterprise, and why service and education are critical in the financial planning profession.
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Saying “Yes” to Opportunities & Impact

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, explores how he’s embraced his visionary strengths, and why the multiplier effect plays a role in everything he does.
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Inside The Next Generation’s Revolution

This discussion touches on Bob’s expert insights into the current (and past) state of affairs in the profession, and we even ask him to share some of the trends and potential updates he sees coming down the pike.
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Succession Plans, Student Loans & Craft Beer

The Student Loan & Craft Beer Nerd of Pittsburgh, Ryan Galiotto, CFP®, walks us through his story and shares the role that personal branding has played in his work and life.
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Where Education and Practice Meet

Christine Damico, CFP®, EA, is a teacher of the profession and trailblazer of her firm. We explore how she has developed a clear idea of how focused education and residency programs can impact the profession as a whole.
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Find Your Place in the Profession

Luis F. Rosa, CFP®, EA, covers the importance of mentorship, how to define your place within the profession as a new planner, and how everyone can find a home within financial planning.
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Leveraging Opportunities for Your Career

Molly Balunek, CFP® gives action items for financial planners to take when they’re looking to be the best CFP® professional - whether they want to develop a career track at their firm or eventually start their own business.
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Focus on Your Message

Whether you love marketing, or you think it’s totally intimidating, Taylor Schulte, CFP®, has some fantastic tips for you!
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Finding Your Identity, Purpose, and Impact

Jocelyn D. Wright, CFP®, explores how you can start to develop your own personal vision for your career, how to outline your core values , and the best ways to communicate your identity in this profession.
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Forging a Path to Partnership

Adam Werner, CFP®, CPWA® joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both inside and outside of the office.
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The Value of Next Generation Planners

Kate Healy and Dr. Nathan Harness dive into the value of the next generation of planners and how they’re helping to level up the financial planning profession.
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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.