Are you on the path to growing your career as a financial planner? On the #YAFPNW podcast, we talk about developing a career path, developing your practice, and refining your practices. Don’t miss these episodes on progressing your financial planning career!
This week on #YAFPNW we chat with Amy Irvine on about approaching your target market, how to have meaningful conversations with your clients (even when it’s uncomfortable), and more.
In this week’s #YAFPNW we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike.
Blair highlights the wealth of opportunity that is in financial planning, whether you are interested in being a Chief Investment Officer, a financial planner, or being one of the architects of a new SMA (separately managed account).
Amy Hubble stumbled into financial planning accidentally – and she’s never looked back. In this episode, Amy shares how she got started in financial planning as a trust officer, and what her path to founding her own RIA looked like.
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.
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.
Bill Simonet, CFP® joins us to share his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA.
Chad Smith, CFP® shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what has made him successful.
In this episode we’ll dive into Dave Grant’s backstory and “the numbers” so I hope you enjoy the episode.
Holly P. Thomas, a CFP® joins us to discuss her career path and financial planning practice.