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.

Why Becoming an Expert Should Be Your #1 Priority

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.

Digging Deep on Content Marketing and Communication Strategies

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.

Growing a Personal Brand as a Woman in Financial Planning

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.

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.

FPA National Headquarters

7535 E Hampden Ave

Suite #600

Denver, CO 80231

(800) 322-4237

Local Chapters