Career Success:

Are you ready to have significant success in your financial planning career? At #YAFPNW, we want to help you get there! These episodes of the podcast will help guide you toward success, learn how to approach situations wisely and with confidence, and grow as a financial planner.

Facilitating Financial Health

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.

Virtual Paraplanning and Building Processes

Jen Pritchard had no idea that virtual paraplanning work was an option until she graduated college. Now, three years later, she works as a successful, full-time virtual paraplanner and operations consultant – and is thriving in her role!

Positive Psychology in Financial Planning

In this episode we go over how to incorporate positive psychology into your planning with Dr. Martin Seay. Learning how to incorporate positive psychology into you practice can help to improve your planning, communication, and relationship with your clients.

Wiser Together – The Power of Mentoring

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.

Silencing the Shoulds

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.

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