We are excited to have Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler join us to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future. Each of these individuals has played a colossal role in growing the financial planning profession with their work in financial life planning.
Susan Bradley, CFP®, CeFT®, is the founder of the Sudden Money® Institute. She is an advocate for empowering financial planning clients to develop processes and tools for the personal side of money. She focuses on people going through transitions, and how they can seamlessly move forward in a positive way with their finances.
Elizabeth Jetton, CFP® is a former president of FPA, founder of Elizabeth Jetton, Inc., and co-founder of TurningPoint. Elizabeth is a professor at Golden Gate University where she teaches a class on financial life planning. She writes, speaks, and mentors new planners and works with all financial planners interested in the financial life planning movement to help them deliver true value to their clients.
Carol Anderson, M.S., is the founder of Money Quotient, a non-profit organization focused on helping financial planners guide their clients to a more successful relationship with money. Money Quotient focuses on education and research, and Carol is deeply involved in research projects on the benefits of financial life planning.
Rick Kahler, CFP®, is the owner of Kahler Financial Group. He is also a writer, researcher, educator, and advocate for financial therapy. Rick has served in several leadership roles both through the FPA and other national financial planning organizations.
Every member of this group has been involved with the history of the financial life planning movement and each of them has incredible insights to share. Tune in as they discuss everything from the first meeting of the Nazrudin Project, to the importance of community and the future of the financial life planning movement. You don’t want to miss this episode!
What You’ll Learn:
- What the beginning of the financial life planning movement looked like
- What the shared expectation of financial life planners is within the profession
- The importance of community within the financial planning profession
- How financial planners can care for and encourage one another to make an impact on their clients’ lives and grow sustainable businesses
- How financial planner emotions impact their ability to grow as a planner
- The idea of being and doing - and how they differ in financial planning
- How different financial life planning is now than it was 20 years ago
- How these industry leaders view financial life planning, and how the practice will evolve in the future