Starting A Firm:
Starting a financial planning firm can be daunting! We’ve got your back. Tune in to these episodes of the #YAFPNW podcast to learn more about launching your own RIA, making good decisions for your practice from the start, and how to execute your unique vision.
Sophia Bera joins us today to share her story on becoming the financial planner for millennials.
Who else would be so crazy to study for the CFP® and an MBA at the same time? Katie Brewer! I’m excited that she gets to share her tenacity with you today!
If you’ve felt like a “square peg in a round hole” or just couldn’t sit still because you wanted to make your mark in our profession – this is an episode you wont want to miss!
Blogging can be one of the best ways to market and promote yourself, but you have to know what your end goal is and some of the challenges you may face while blogging in this profession.
In this episode, Rett Dean and Sean Kelleher share insights from their partnership at Riverchase Financial Planning. After hearing Rett and Sean’s podcast, I think young financial planners should seriously consider partnering with others when they start their own firms.