Join us for a story based podcast where we go back in time to the late 90s when the financial planning profession was abuzz with the possibility of something great (and at times unthinkable) that was about to happen. – the merging of professional organizations to create one professional membership organization.
How would we be better off if we addressed the gender equality in our profession? In this episode, we’ll be exploring this, and many other questions about how we can address the gender gap in financial planning together.
This week on the #YAFPNW podcast, Hannah Moore speaks at Texas A&M University about how new financial planners can overcome obstacles and take charge of their careers.
We had so much fun sitting down with Kali Hawlk of Creative Advisor Marketing at FINCON17. This week she shares with us how to talk marketing, hiring a writer, and how to evaluate whether your marketing strategy works for you!
Casey Kupper, CFP® and Hannah Moore, CFP® are back with another in-person FPA DFW #YAFPNW series session recording. This time they discuss The Future of Financial Planning.