Don’t Be Afraid to Try Things

Today we are joined by Chad Smith, CFP®, a financial planner and part owner of Financial Symmetry. Chad shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what has made him successful. He is also a fellow podcaster, so be sure to check him out.

Once again, if you passed your CFP® exam this past week, we want to celebrate with you! Send me an email at hannah@guidingwealth.com with your address and we have something to send you.

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“If you have the abundance mentality and share about your processes… who knows how many people are going to be helped by that? We know there’s shortage of planners anyway.”

The Financial Symmetry Podcast

FPA NexGen Gathering

Abacus Planning Group

Cheryl R. Holland, CFP®

Networking, Vision, and Partnerships

Joe Pitzl, CFP® is the founder of Pitzl Financial. Joe shares with us his career story and how “job hopping” helped his career and clarified his vision for the firm he now runs. Joe shares tips on how he got his first job out of college, what lead him to leave a great firm and the stops along the way.

Joe started his firm three years ago and brought with him 40 clients and just under $17,000,000 in AUM and now has 120 clients with $105,000,000 in AUM!

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“That’s the importance of the ongoing networking piece. Just because you’ve got a job doesn’t mean it’s got to stop. You’ve got a network of people in the industry…. that you can rely on for help and guidance.”

 

Wiser Together – The Power of Mentoring

Today 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.

Both Carol and Cat believe in the power of mentoring and are a great example of what it looks like to learn from each other. On this episode, they share what their mentoring meetings looked like, tips on how to find and build a successful mentoring relationship, and why it is important to find a mentor.

Personally, having a mentor has been one of the best decisions I’ve made in my career and I know my firm and career wouldn’t be what it is today without it. I have to thank Carol and all of those who mentor other planners. Their willingness to give back is inspiring and their work matters.

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“You’re there for each other through thick and thin. It takes time to build that… and it takes time to get to that point.”

 

FPA Mentor Match program

From Psychologist to Financial Planner – The Exceptional Career of Carol Craigie

For episode two of our our three part series we are joined by  Carol S. Craigie, CFP®, ChFC, MA,  the founder of Fiscal Fitness Clubs of America. Carol is a “psychologist turned financial planner” and has had a long and impressive career in financial planning. Carol’s passion to improve individual’s financial lives keeps pulling her out of retirement and re-imagining how to bring financial planning advice to the masses.

Carol’s passion for financial planning is inspiring and I’m so excited to share part of her story with you today.

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“We want to be Weight Watchers of money… [to] get people in clubs and bring money out of the closet. And You get people, just like dieting, to do budgeting so they accomplish their goals!”

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The FPA Board of Directors

Dick Wagner Tribute

Bridging Research and Practice: Life Planning

Amy Mullen, CFP® is Vice President at Money Quotient®, a non-profit focused on education and research. Money Quotient® provides practical ways to consistently bring life planning into financial planning firms. Their research has bettered the lives of many clients and continues to propel the financial planning profession forward.

Amy shares her journey to financial planning and how family ties brought her to financial planning, even though she isn’t a financial planner. Amy walks through the basic process that Money Quotient uses to help create an exceptional experience with clients.

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“The advisors who work with us at Money Quotient® none of them fear robo-advisors… There are multiple parts of the process that are necessary for a human for an individual to raise their level of self awareness.”

 

Sudden Money

EVOKE®

CFP® Certification

UNIVERSITY OF GEORGIA – Financial Therapy

Kansas State University – Financial Therapy Clinic

Money Quotient® Recommended Reading

The Evolution of a Practice

Todays’ guest is  Jude Boudreaux, CFP® from Upperline Financial Planning and I’m excited to share his story with everyone on the podcast. I first met Jude at a NexGen Gathering right around the time he was starting his firm.  Jude is six years in and shares several of the ways he has found success in his practice and is now running a $400,000+ firm.

He  is a great example of what it looks like to leverage your experience to build a successful practice from the ground up.

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“People can work fine with conflicts. I just think we should all acknowledge that every model has a conflict.”

 

the Four Kolbe Action Modes®

3 Questions That Will Get Your Finances — and Life — on Track

 

The Story that is Dave Grant: Act 2

Dave GrantThanks for joining us for part 2 of my interview with Dave Grant from Retirement Matters. Once again, Dave’s willingness to open up and honestly share his experiences as an RIA owner is a breath of fresh air to young planners striving to carve out their place in the profession. As planners we should build honest, real, and refreshing relationships with our clients and very few “success stories” are as honest, real, and refreshing as Dave’s.

Today we pick the interview right where we left off and if you enjoy these episodes be sure to check out Dave Grant’s writing in Financial Planning Magazine and his book!

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“One of the things I’ve learned over the last 18 months is… I have to be very self aware with things that I’m doing. And I continually have to check myself. To say is what I’m doing now, and what it’s going to be… is this something that’s a strength of mine? And should I be focusing on it?”

The First Year: The Diary of a New RIA Owner

NexGen

NAPFA Genesis

The Miracle Morning: The Not-So-Obvious Secret Guaranteed to Transform Your Life (Before 8AM)

The Miracle Morning for Entrepreneurs: Elevate Your SELF to Elevate Your BUSINESS

Our first episode with Dave:

Episode 9 – Listener Letter “Feeling Stuck”

The Backstory and the Numbers

Dave GrantDave Grant returns for another episode… or two? Dave is one of my good friends and founder of Retirement Matters. One of the things I most appreciate about Dave is his willingness to open up and share all sides of his experience as an RIA owner.  Today we’ll dive into his backstory and “the numbers” so I hope you enjoy the episode. We had a really good discussion and had to break it into two episodes. There was so much good stuff that we didn’t want to leave anything out.

If “ownership” is something you’ve grown tired of or it’s something you’re tired of wanting… don’t miss this episode!

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“I was very much on cloud nine at that point and it gradually got down to cloud three and cloud minus nine. It did not stay up there. Client acquisition was hard. I was still trying to get my foot in the door of this niche…. I knew the market was there and I knew they needed help.”

 

The First Year: The Diary of a New RIA Owner

FPA NexGen

NAPFA Genesis

Our previous episode with Dave:

Episode 9 – Listener Letter “Feeling Stuck”

 

Reinventing the Firm of the Future

James Matthews

Today on the podcast Hannah interviews James Matthews, CFP®, the Managing Director of Blueprint, a next generation financial planning firm in Charlotte, NC. James is on the front lines designing the financial planning firm of the future on a large scale and providing financial planning advice to younger clients who need it.

James shares 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.

I am excited to share this episode with you and can’t wait to see what the future holds for James and Blueprint. I hope you enjoy this episode!

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“A lot of times people don’t know what financial planning is until you show it to them. They just have this idea that they have a bunch of stuff going on and it’s confusing to them… We’re trying to make this as accessible and least threatening as possible.”

 

The Monthly Retainer Model in Financial Planning

XY Planning Network

Dimensional Fund Advisors 

George Kinder

Financial Therapy

Carl Richards

 

Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209, (704)-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Managing Director of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Blueprint is not an affiliate or subsidiary of PAS or Guardian.

 

Building Your Own Thing and Working with Family

Stephanie McCulloughStephanie McCullough of Sofia Financial sits down with Hannah to discuss the difficulties of working with your family. Stephanie was a career changer almost 20 years ago (before that she worked for the U.S. Department of Commerce in Washington, DC!) and today she works at the firm she founded. Her goal is to empower women to make wise financial decisions because everyone deserves quality, objective advice and excellent service.

“I can’t promise you any returns. I’m not a mutual fund family.”

The Kinder Institute of Life Planning

MoneyGuidePro: Financial Planning Software

The One-Page Financial Plan: A Simple Way to Be Smart About Your Money

Sudden Money

Fox Financial Planning Network