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.

Becoming a Marketing Advocate for Financial Planners

by Hannah Moore | Jul 3, 2018

Patrick Brewer, CFA, CPA, founder of SurePath Wealth Management and Brewer Consulting, has found his passion in helping other planners learn to market themselves. Patrick helps other planners to find their voice, connect with their ideal clients, and advocating for young planners who are ready to make a name for themselves.

Telling Your Advisor Story

by Hannah Moore | Apr 10, 2018

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

by Hannah Moore | Feb 13, 2018

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

by Hannah Moore | Jan 30, 2018

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

by Hannah Moore | Jan 2, 2018

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.