Kate Healy is a wonder woman whose life’s work has furthered the financial planning profession and served advisors in countless ways. It’s safe to say – she’s one of the leading voices in the world of finance, and she’s here to talk about advocating for new and diverse planners.
Dr. Brad Klontz and Derek Lawson have worked together to integrate behavioral finance, financial therapy, and financial psychology into the world of financial planning. Their research is guiding advisors everywhere to add a deeper level of value to the lives of their clients – and they want to help you do the same!
Anne McCabe Triana, CFP®, CRPC®, has been in the financial services industry for over ten years. Her experience as a financial planner in a larger firm, as well as with starting her own financial planning firm, has taught her so much about the financial planning process and about being a business owner.
Adam Kornegay, of Pathfinder Strategic Solutions and one of the people behind FPA’s new Coaches Corner, wants to help advisors communicate their value and move past the financial “lingo” to tell their story and actually connect with their ideal clients.
Rianka Dorsainvil, CFP®, believes that everybody needs to be thinking about what they want their greatest contribution to this world to be. This idea is the cornerstone of her financial planning practice – Your Greatest Contribution – and everything she involves herself in.
Taylor Schulte has a refreshing take on financial planning, living life as a business owner, and being a young financial planner in today’s world. This episode is a must-listen for any financial planner looking for advice on starting their own RIA, or are wondering whether the risk of business ownership is worth it.