Silencing the Shoulds

Ken Donaldson

Ken Donaldson, a Licensed Mental Health Counselor and author of the book Marry YourSelf First, joins Hannah on YAFPNW to talk about what financial planners can learn from counselors. Ken shares what advisors need to understand about their clients and themselves to be better advisors to their clients.

Some of the best insights I have about financial planning come from outside the profession, which is why I am excited to be sharing Ken with you.

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“People resist change because people like what’s comfortable, predictable, and what’s certain. Even if “comfortable, predictable, and certain” are unhealthy and dysfunctional.”

Creative, Fee-only, and Successful

Holly Thomas

Holly P. Thomas, a CFP® and author of The Mindful Money Mentality, joins us this week to discuss her career path and financial planning practice. Holly has successfully built a fee-only financial planning firm that is paid purely on advice as she does not manage any investments or sell any products.

Holly has been an inspiration to me with her regular content, whether that be her blog, her newsletter or videos. Her newsletter is one of the best financial advisor newsletters I’ve seen and in this episode, she gives practical tips on how to create engaging content.

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“Sometimes financial planners are in the honored position of hearing things from clients they have never shared with anyone before. If I can create that safe space… I’ve done the best job I could do.”

Wired for Wealth

The Financial Wisdom of Ebenezer Scrooge

Constant Contact: Email Marketing Software

Reinventing the Firm of the Future

James Matthews

Today on the podcast Hannah interviews James Matthews, CFP®, the Managing Director of Blueprint, a next generation financial planning firm in Charlotte, NC. James is on the front lines designing the financial planning firm of the future on a large scale and providing financial planning advice to younger clients who need it.

James shares his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.

I am excited to share this episode with you and can’t wait to see what the future holds for James and Blueprint. I hope you enjoy this episode!

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“A lot of times people don’t know what financial planning is until you show it to them. They just have this idea that they have a bunch of stuff going on and it’s confusing to them… We’re trying to make this as accessible and least threatening as possible.”

 

The Monthly Retainer Model in Financial Planning

XY Planning Network

Dimensional Fund Advisors 

George Kinder

Financial Therapy

Carl Richards

 

Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209, (704)-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Managing Director of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Blueprint is not an affiliate or subsidiary of PAS or Guardian.

 

Research Tells a Different Story

Daniel Crosby

We’re excited to welcome Dr. Daniel Crosby, the self described Behavioral finance enthusiast, to YAFPNW. @danielcrosby has a PHD in Psychology and has authored several books on psychology and investing. His latest, The Laws of Wealth: Psychology and the secret to investing success, is winning awards and well worth a read.

If you’ve wondered how you can best help your clients… or how you can best articulate your value to them.. You’re going to love this interview.

“Most people are programmed to be overconfident. And the ones that aren’t are depressed.”

Influence: The Psychology of Persuasion by Robert B. Cialdini