

Growing A Firm:
Growing a firm takes grit. You’ll be in the weeds working on your firm’s processes, marketing, sales, operations, and more. Luckily, you have the #YAFPNW podcast in your financial planning toolbox! These episodes will walk you through a wide range of business topics – all of which will help you successfully run and grow your firm.
Telling Your Advisor Story
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.
Quickly 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.
Lessons Learned from a Decade of Serving Younger Clients
Andrew Sivertsen offers insight to young planners on how they can develop a career path, and how to consistently better themselves and focus on adding value to the lives of their clients.
Career Paths and Building a Stronger Profession
Cheryl Holland discusses the foundation of her firm, Abacus Financial Planning – developing career paths and growing leadership skills in herself and her team members. She explores how new planners can define and follow a career path within their current firm to encourage growth.
Growing a Millennial-Focused Practice
When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!
LIVE From FinCon17: Kali Hawlk
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!
The Business of Financial Planning – FPA DFW Seminar
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Processes – FPA DFW Seminar
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Reinventing the Firm of the Future
James Matthews, CFP® joins us to share his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.
The Importance of Processes with Deborah Fox
Deborah Fox’s approach allows you to work on your business rather than just in your business and helps financial planners develop a systematized approach to working with clients.
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