The Evolution of a Practice

Todays’ guest is  Jude Boudreaux, CFP® from Upperline Financial Planning and I’m excited to share his story with everyone on the podcast. I first met Jude at a NexGen Gathering right around the time he was starting his firm.  Jude is six years in and shares several of the ways he has found success in his practice and is now running a $400,000+ firm.

He  is a great example of what it looks like to leverage your experience to build a successful practice from the ground up.

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“People can work fine with conflicts. I just think we should all acknowledge that every model has a conflict.”

 

the Four Kolbe Action Modes®

3 Questions That Will Get Your Finances — and Life — on Track

 

Shaping the Profession: Growing Together with Academia

This week’s guest is  Dr. Nathan Harness,  the TD Ameritrade Director of Financial Planning at Texas A&M University. I’m excited to talk with Nathan about the past, present and future of financial planning. It is exciting to have an impact on the future of our profession and I hope young professionals continue moving our profession forward towards what it should be.

When we as practitioners partner with academia we can help each other build a stronger profession and ultimately help provide better outcomes for our clients.

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“If students can’t see that this is an opportunity for them then they are never going to be a part of it.”

 

40 Under 40 2016: Nathan Harness – InvestmentNews

Certified Financial Planner Board of Standards, Inc.

Texas Tech University Financial Planning Academy

About Michael E. Kitces

Sudden Money

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Financial Planning Association® 

The National Association of Personal Financial Advisors (NAPFA)

Junior Achievement USA

NexGen Gathering 2017 Scholarship!

We are excited to announce a NexGen Gathering scholarship through the You’re a Financial Planner, Now What?!

NexGen Gathering has been one of the most instrumental events in my career. I’m convinced that I wouldn’t be where I am today without this event. It has dramatically changed my perspective, given me professional friends and a network that has proven to be invaluable and given me a way to explore better ways to serve clients and run my business.

This has been so meaningful to me and we want to share this opportunity with you, so we created a You’re a Financial Planner, Now What? NexGen Gathering scholarship opportunity.

This scholarship includes the registration fee and the room fee (a $379 value). You’ll be responsible for any travel and incidental costs. To register please fill out the form here.

June 23 – 25, 2017
North Central College
Chicago, IL

Please only register if you know that you’ll be able to attend Gathering. We’ll announce the winner on May 22nd!

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Processes – FPA DFW Seminar

2017 Quarter page flyer

We’re back with the recording of the in-person FPA DFW You’re a Financial Planner, Now What series session on Processes. In this session, Lynn McIntire from Cadent Capital joins Hannah Moore to discuss processes and share what works with clients in their practices.

Thanks to everyone that came out and many thanks to the kind folks at  The Milestone Group and Bank of Texas Private Bank  for hosting us!

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“It’s color coded!”

The Path to Discovery by John Bowen, founder and CEO of CEG Worldwide