Podcast Archives

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

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

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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Changing Careers and Finding Financial Planning Success

Valerie Adelman guides fellow career changers through how to navigate the switch to financial planning.
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Merging Career Paths

Shawn Tydlaska, CFP® and Liz Plot, CFP®, ChFC®, AFC®, share their differing career stories and how Liz ended up working for Shawn.
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Showing Up: The Key for Successful Hires and Accomplished Careers

This episode covers the tips and tricks to make a working relationship successful from the get-go.
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A Mindset for Career and Succession Planning Success

Debbie Grose, CFP®, Chief Operating Officer of Lake Tahoe Wealth Management, is passionate about the financial planning profession, and even more passionate about helping the NexGen community to grow.
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A Survey of Succession Planning

Vanessa Oligino, the Director of RIA Practice Management at TD Ameritrade, joins Hannah today to talk about succession planning from trends to best practices.
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The Story of a Merger: Combined Forces and the Future of a Firm

Learn how to merge your firms effectively while still prioritizing client relationships.
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Reimagining Mentorship and Financial Planning

Kayla Kennelly shares her experience launching a reverse mentoring program, adopting schools to teach financial literacy, and joining an innovative business model to challenge the way financial planning is being delivered to the masses!
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To Integrate and Flourish in a Financial Planning Firm

What to expect when working for a small practice as a new planner.
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Professional Growth and Management

Learn how to develop your own definition of personal integrity within your work as a new planner.
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Operations and You: Leadership, Culture, and Careers

Learn what makes a career path successful from both an employer and employee perspective.
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Career Paths in Banking: From Teller to Financial Planner

Learn the best way to approach your boss about the job you want, or new opportunities you’re interested in.
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Paraplanning: Finding the Perfect Fit

Alex Hopkin, AFC®, CFP® joins us to explore the history of Simply Paraplanner and what you can expect if you're looking to hire for virtual paraplanning support.
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Insights from Paraplanners About the Financial Planning Profession

Discover how paraplanners can interact with planners to grow their own businesses and help their clients grow theirs.
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Growing a Practice with Project and Hourly Planning

Learn how you can build a sustainable practice with hourly and project-based planning.
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Exploring Career Paths and A Better Way to Manage

Learn how firm culture impacts the employee and employer side of the career track.
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Managing Others Well

Discover what different types of management styles exist - and why you may need to try a few before finding what works for you.
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Finding Financial Wellness as a Career Path

Explore how financial coaching and financial planning fit together.
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New Year, New Hosts

Today we’re introducing our three new #YAFPNW hosts! Ian Harvey, Alexandria Davis, and Matt Fizell, all bring unique perspectives to the table!
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Redefining Expectations and Personal Brands

Discover what the traditional “career mold” is for a financial planner - and why Brittney has worked to break out of the mold to better serve her clients, find fulfillment, and pursue success.
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Leaving a Legacy: A Case for Mentorship Within Financial Planning

Find out how mentorship can positively impact the career of a new planner.
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Finding Yourself in a New Normal

Importance of building a strong understanding of the landscape of financial planning
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A Journey From Education to Financial Planning

How skills from previous careers translate to financial planning
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Developing a Personal Marketing Plan

How to build long-range marketing and relationship plans for your career
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Developing Specialized Practices

How to produce content that targets a specific, unique niche
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Navigating Career Paths in Financial Planning

The best ways to pursue positions that help you to grow your career
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A Conversation with the “Dean of Financial Planning”

The importance of education in the financial planning profession
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Reinventing Wealth Management

What really matters to clients and how you can position yourself to deliver that to clients
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From New Planner to Partner-Eligible in 5 Years

How NexGen planners can grow faster
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Growing in Confidence and Building a Practice

What to do when a niche “finds you”
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Living in Beta

How to develop an ideal client experience
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Launching into the Financial Planning Profession

Why networking is so important
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Iron Butterflies and the Evolution of Financial Planning

Where financial planners find the most opportunity through market ups and downs
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Venturing Into Entrepreneurship

What to expect when you’re starting your own planning practice
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G2 and the Importance of Continuous Learning

Skills Residents and new planners need to have
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What You Need to Know About Succession Planning

How to manage expectations as a planner who works for someone else’s firm
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History of Financial Life Planning pt 2

How different financial life planning is now than it was 20 years ago
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Disrupting Portfolio Management with a Flat Fee Business Model

Why do investment advisors need portfolio managers, what benefits can they bring to your practice?
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Defending the Fiduciary Standard

How the fiduciary standard is being protected
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History of Financial Life Planning pt 1 with George Kinder

What the beginning of the financial life planning movement looked like
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Building Non-Traditional Career Paths

How to free up time for your advisory team by delegating, outsourcing, or finding a technology solution
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Financial Advice: What Works and What Doesn't

The right questions to ask your clients to gain the information you need to help motivate them
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Marriage, Money, and the Military

How to balance a couple’s differing financial views
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Starting an RIA Serving the Next Generation

How to “sell” through honest communication
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Internal Succession Plans and a Culture of Success

The best ways to communicate with a firm owner about your desire to own part of the firm
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Fighting for the Fiduciary Standard: FPA's 2004 Lawsuit Against the SEC

The full history of the SEC lawsuit, and what happened to cause FPA to win
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Financial Coaching and Exceptional Planning

Motivation and inspiration - knowing what you provide and what the client provides
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Navigating Workplace Dysfunction

How to communicate questions, challenges, and frustrations
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Growing Together: Voices of Gathering 2018

Why finding your community as a new planner is so important
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Becoming a Marketing Advocate for Financial Planners

How to recognize and then articulate your value to firm owners and clients
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Demystifying the Financial Planning Profession

How you, as a new planner, can help to move the profession forward in spite of the technical jargon
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Unlocking Your Greatest Asset

The best ways to dig deeper and grow personally as a young planner
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Growing With Your Tribe in the Financial Planning Profession

How to “show up” in the financial planning profession
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Getting Honest About Community Within Our Profession

How one person can make a difference in the financial planning profession
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Hybrid Vigor: The ICFP + IAFP Merger

How passion and purpose around financial planning helped propel our profession forward
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Building Successful Practices and Careers Through Authentic Relationships

How to position yourself for success in your financial planning job search
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How and Why We Should Address Gender Inequality in our Profession - Live at FPA Retreat

How to address uncomfortable conversations around diversity in the profession
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45 Years of Building a Profession - Live at FPA Retreat

The importance of embracing change in our profession.
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Supporting the Next Generation of Financial Planners

How young planners are getting involved, creating awareness, and changing the industry
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Tools to Help Facilitate Financial Health

How does financial planning extend beyond your client’s financial life?
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Forming Partnerships, Starting Your Own Business, and Planning Mindfully

How to reinforce that YOU are the value when working with your clients
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Telling Your Advisor Story

How to avoid industry jargon in your marketing
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Defining Your Greatest Contribution

How to become a disruptor rather than the disrupted
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What it Means to Be a Business Owner

Committing to the business owner mindset
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Financial Life Planning

How we can lead clients based on our own experiences
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Why Becoming an Expert Should Be Your #1 Priority

Why it’s important to surround yourself with successful, intelligent people who want to help you grow and mentor you.
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Digging Deep on Content Marketing and Communication Strategies

How marketing should be “story based” instead of numbers or fact-based
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Growing a Personal Brand as a Woman in Financial Planning

The ways a target market helps you build meaningful relationships with your clients, and helps you enjoy your work more
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Virtually Serving Planners

How staying organized and building out processes can help you to implement strategy
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Quickly Growing a Firm

How to better understand your weak points and set discomfort goals to stretch yourself and grow
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Facilitating Financial Health

How to facilitate behavioral change with your clients
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Lessons Learned from a Decade of Serving Younger Clients

Insights on how young planners can develop a career path
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Virtual Paraplanning and Building Processes

How to grow strong relationships with virtual clients
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Defining Success as a Business Owner

How to decide what growth means to you
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Succession Planning & Working with Business Owners

How senior advisors can set themselves up for retirement success
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Career Paths and Building a Stronger Profession

What it takes to continually invest in yourself
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Solving the Client Implementation Problem

How to sell the concept of financial planning - not your services and pricing
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Minding the Technology Gap in Financial Planning

What technology “nightmares” should you look out for?
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Growing a Millennial-Focused Practice

What “Paying Your Dues” looks like
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Positive Psychology in Financial Planning

How to implement positive psychology in your practice
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Finding and Succeeding in a New Job

How new planners can delve into their career
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A Day in the Life of an Aspiring Financial Planner

Different options that young planners have
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Entering the Profession with Confidence

How to manage uncertainty in your career
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This Is My Dream Job: Part Two

How to embrace the roller coaster that is owning your own practice
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This Is My Dream Job: Part One

Different options that are available for new CFP® Pros starting their career
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LIVE From FinCon17: Kali Hawlk

Trial-and-error isn’t something to be afraid of
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A Passion for People and Proactive Planning

Why education is so important for you and your clients
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Voices of FPA

Resources and tools other planners have found useful
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Ben, Belgium, and Behavioral Finance

What stays the same across cultures when it comes to financial goals and setbacks
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Live Big with Dr. Dave Yeske

The why and how of staying passionate about financial planning
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FPA Journal in the Round: the Next Generation of Planners Shifting the Paradigm

The different career paths that are opening up within financial planning
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Finding Your Fit in the Financial Planning Profession

How to become more involved with the profession
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A Wealth of Opportunity

Lifelong learning and developing as a professional
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Stumbling Into Financial Planning

How to fearlessly take on big challenges
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The Future of Financial Planning

A FPA DFW Seminar
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What We Wish We Knew Before Starting Over

Your career matters and we are here to help you be exceptional financial planners
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What We Wish We Knew Before We Left

A topic that is rarely, if ever, talked about in a public way
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Athlete, Rebel, and Financial Coach

Lauryn knew there had to be a better way to provide financial advice
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Cost Matters

Jon’s passion around investments and research is contagious
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Mr. Tall, Dark, and Handsome

Bill shares what he has done to be successful as a business owner
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Don't Be Afraid to Try Things

Chad shares his career journey of starting as an intern and now part owner of his company
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The Business of Financial Planning

A FPA DFW Seminar
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Networking, Vision, and Partnerships

What lead Joe to leave a great firm and the stops along the way
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Wiser Together - The Power of Mentoring

Thanks to Carol and all of those who mentor other planners
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From Psychologist to Financial Planner

The Exceptional Career of Carol Craigie
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Mixing Fitness with Finance

Cat shares her incredible personal story
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Bridging Research and Practice: Life Planning

Amy walks through the basic process that Money Quotient uses to help create an exceptional experience with clients
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The Evolution of a Practice

Leverage your experience to build a successful practice from the ground up
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Shaping the Profession: Growing Together with Academia

Partner with academia to help each other build a stronger profession
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Processes

"It's color coded!"
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The Story that is Dave Grant: Act 2

As planners we should build honest, real, and refreshing relationships with our clients
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The Backstory and the Numbers

"I knew the market was there and I knew they needed help."
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Silencing the Shoulds

What advisors need to understand about their clients
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Creative, Fee-only, and Successful

"If I can create that safe space... I've done the best job I could do."
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Reinventing the Firm of the Future

"We're trying to make this as accessible and least threatening as possible."
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Research Tells a Different Story

How you can best help your clients and articulate your value to them
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Virtual Planning

A FPA DFW Seminar
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Building Your Own Thing and Working with Family

Everyone deserves quality, objective advice and excellent service
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The Most Important Profession in the 21st Century

The spectacular abilities of financial planning
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Technology Solutions & Skills #fintech #worthdoing

"There are more and more technology solutions that advisors and planners can use in their businesses"
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Elderly Clients

"Life is what it is and you shouldn't judge it."
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What is Financial Planning?

"Financial planning is something different and it's actually magical."
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The Brave Millennial

"The world is relying on us for progress."
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New Year, New Show?

How I got started as a financial planner
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In on the Ground Floor

"Your value is determined by the size of problems you can solve."
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The Importance of Processes

"It was very important that I didn't dictate how one needs to do business."
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Career Changes

"Do you want to be a part of something that exists or something that you want to create?"
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Sales

"Goals are not something you just write down and forget about."
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Serving Your Generation & Looking to Your Peers

"People think what I do is math all day and what I really do is have great conversations with people."
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The Importance of Research

We have to be engaged with the research and let that help guide our work with clients.
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Behind the Scenes Look at the DOL Fiduciary Ruling

"There's a lot going on that may not be necessarily visible to members but we are advocating on behalf of our members day in and day out."
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Firm Operations & All the Moving Pieces

"You really don't see just all the moving pieces and what all goes into doing this."
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Networking

A FPA DFW Seminar
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Career Transitions

"I took those tools and knew that I could use those to turn right around and market myself."
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We Have a Story to Tell

"We are truly acting as a fiduciary on your behalf and here is our fee structure to back that up."
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Standards, Starting Out, and Success Stories

"If we're out there providing our best advice, I don't really care what kind of product I'm selling."
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Landing a New Job

"If you feel like you deserve more money, you need to write up a plan."
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Niching Down

Make a niche work for you
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Honest and Independent

Tenacious
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Another Firm Owner's Perspective

"The one thing you can't rush is time."
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A Firm Owner's Perspective

"There's a lot of difference between information on the internet and wisdom."
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Blogging for Financial Advisors

"I know how important my voice coming out in writing is."
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Business Models

A FPA DFW Seminar
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Moving the Profession Forward

"There's a lot of humility that's required in this... on both sides."
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History of Financial Planning

"We truly are standing on the shoulders of giants."
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Listener Letter "Feeling Stuck"

"You don't see the struggle that people have gone through."
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Casey's Career Path

"It's always been my career path... it just took a little bit of time."
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Profit from Partnerships

"We don't just sit around and talk to each other all day."
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Designations

A FPA DFW Seminar
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On Designations: Certified Public Accountant

Continuing the discussion of designations
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On Designations: Chartered Financial Analyst®

Going to bed a little bit smarter every day than when you woke up
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On Designations: Certified Financial Transitionist®

Become an exquisite listener
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In Pursuit of Designations

It’s more about personal growth
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Discussing Designations

Why Neil became an Enrolled Agent
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