This week Matt Fizell joins us from Middleton, Wisconsin. Matt is only a few years into the profession and working with a CFP® there in Wisconsin. Together, we walk through Matt’s career decisions, and how he sees his path as a financial planner unfolding.
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.