by Hannah Moore | Mar 13, 2018 | #YAFPNW, Keys to Career Success
Many young financial planners are nervous when first sitting down with clients. Jeffrey Levine takes time in this episode to outline how researching your niche, studying financial planning, and embodying what it means to be an expert can eliminate your worry when you’re just getting started.
by Hannah Moore | Mar 6, 2018 | #YAFPNW, Keys to Career Success
Dan digs deep to find the real marketing issues that financial planners are facing and how they can solve them. We’re going to go over how to set up marketing initiatives that matter to your clients and prospects, and how to change the conversation from being numbers-focused to story-focused.
by Hannah Moore | Feb 27, 2018 | #YAFPNW, Keys to Career Success
Many clients call Mary Beth their very own rent-a-CFO. There’s no doubt that she’s an innovator in the space of business financial planning for creative entrepreneurs. Get ready to be inspired, because Mary Beth is here to talk about pushing past fear and being unabashedly yourself in your work.
by Hannah Moore | Feb 20, 2018 | #YAFPNW, Career Progression
Charesse Hagan believes it’s time to challenge the narrative that the only career path within financial planning is working toward being a lead advisor. Through her experience as a paraplanner and operations consultant, she has learned first hand that there are countless exciting opportunities for people to find their fit within the financial planning community.
by Hannah Moore | Feb 13, 2018 | #YAFPNW, Growing a Firm
Five years after founding Strategic Financial Partners at 25 years old, Sten Morgan has built his financial planning firm $100M. Tune in to learn how he pushed past what was comfortable and challenged himself to grow, improve, and find a tremendous amount of success.
by Hannah Moore | Feb 6, 2018 | #YAFPNW, Keys to Career Success
Rick Kahler believes that financial planners, like himself, can facilitate financial health with their clients by embracing their behavior, helping them uncover their money mindsets, and listening to their stories and goals.