What We Wish We Knew Before We Left

Today’s episode is one of the most important topics we’ve had on the podcast. I hear stories all the time from planners about mistakes they’ve made when they’ve left their firm that have huge negative impacts on their career. After hearing  “if only I would have known!” far too many times, we put this episode together. It’s a topic that affects just about everyone who is listening to this podcast but is rarely, if ever, talked about in a public way.

We are excited to have Bill Simonet, CFP®, Katie Brewer, CFP®, and Dave Grant, CFP® return for a curated discussion with me, Hannah Moore, CFP®,  where everyone shares what they wish they knew before leaving a firm. Our stories are all different and hopefully you have already had a chance to listen to them on #YAFPNW. (If you haven’t you can find their episodes below).

If you enjoy this episode and this topic, please let us know by dropping us a line, sending a tweet, or giving us a review on iTunes or your podcast player of choice.

Also, if you are interested in learning more about the FPA Residency program, be sure to check it out here:  onefpa.org/professional-development/residency or send an email to info@onefpa.org. If you are able to attend Residency, you’ll want to go!

hannah's signature

“Start dreaming. Start designing what you want it to look like. The more of that you can get out of the way the easier it is to pull the trigger because you know what you’re leaving for.”


Mr. Tall, Dark, and Handsome

Episode 16 – Katie Brewer

The Backstory and the Numbers


Athlete, Rebel, and Financial Coach

Lauryn Williams, MBA shares her journey as an athlete and three-time Olympic medalist including the advice she wishes she received when she started out when she was 20 and had endorsement deals to starting her own firm. Using her personal experience, Lauryn knew there had to be a better way to provide financial advice. After getting her MBA and passing the CFP® exam, Lauryn was able to find people who were willing to approach financial planning differently and build on those experiences.

Using her personal experience, Lauryn knew there had to be a way to provide services to people who were like her, both in terms of being an athlete and not growing up in an affluent home. She started her own financial coaching program and is exploring what it means to serve the mass market and those who don’t have the income or assets to pay for a traditional financial planner.

The work Lauryn is doing is so important to financial planning and I am excited for you to hear this episode!

hannah's signature

“If you find that rebel, lets say a college student fresh out of school, who has zero experience… don’t shame them when you bump into them. Instead, be the person to take them under your wing. We’re better when everyone in this industry is better.”

Worth Winning

The National Association of Personal Financial Advisors

Briaud Financial Advisors

Katie Brewer, CFP®

Financial Planning Association of Dallas/Fort Worth

XYPN Conference

WeWork Coworking and Office Space



Cost Matters

We’re excited to have Jon Luskin, CFP® of Define Financial on #YAFPNW. From his Master’s Thesis (years ago) to his practice today, Jon is passionate about sound investing with lower costs and he’s willing to support that passion with his own research. Jon’s passion around investments and research is contagious and I’m excited for you to hear his story.

His latest submission was inspired by a twitter exchange so be sure to follow him @JonLuskin!

hannah's signature

“It was consistent results across all eight case studies. Better risk adjusted returns for the lower cost model. So after that experience it was pretty clear to me that cost was the number one indicator of returns.”

Uncle D Money


Unconventional Success: A Fundamental Approach to Personal Investment

Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated

The Little Book of Common Sense Investing

Journal of Financial Planning


FPA of Minnesota


Michael Kitces

Jack Bogle