This is the last of a three-part series with Carol Craigie and Catalina Franco-Cicero of Fiscal Fitness Clubs. Carol and Cat were introduced through the FPA Mentor Match program several years ago and have since become business partners.
Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University joins us to discuss the past, present and future of financial planning.
Ken Donaldson joins Hannah on YAFPNW to talk about what financial planners can learn from counselors. Ken shares what advisors need to understand about their clients and themselves to be better advisors to their clients.
If you’ve wondered how you can best help your clients… or how you can best articulate your value to them.. You’re going to love this interview.
Laura Youngkin shares what she’s learned about Millennials as well as how to approach negotiations well as young professionals.
In this episode Dr. Dave Yeske shares the importance of research for financial advisors. If we want to truly move forward as a profession, we have to be engaged with the research and let that help guide our work with clients.