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


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



The Most Important Profession in the 21st Century

Dick WagnerFor this week’s episode I sat down with Richard B. Wagner, JD, CFP® to discuss financial planning as a noble profession.  I should note: Dick has been a thought leader since the 1980s – when financial planning looked quite differently than it does today. He has served in leadership roles in the IAFP and the Institute of Certified Financial Planners and he has also served on countless committees and task forces including the CFP Board of Standards.

Dick has been one of the most influential voices throughout the decades and in 2003 he received the P. Kemp Fain Award. He has written several books on our profession (most recently Financial Planning 3.0) and one of his most influential pieces has challenged and inspired us for almost three decades.

Dick wrote “To Think Like a CFP” for the Journal of Financial Planning back in 1989 and today I’m excited to share my conversation with him about that pivotal moment with you.

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“I think it’s a shame that financial services companies believe [financial planning] is a great sales tool… rather than seeing it for all the spectacular abilities that it has and the spectacular needs that it must fill.”

Financial Planning 3.0: Evolving Our Relationships with Money

George Kinder of The Kinder Institute of Life Planning

Sudden Money Institute

Serving Your Generation & Looking to Your Peers

Sophia BeraSophia Bera joins us today to share her story on becoming the financial planner for millennials.  Sophia saw the need to bring financial planning to her generation and was one of the first to create her own firm to do so.  She is one of the most recognizable financial planners on social media, in the news and shaking up what it means to do financial planning.

This is an episode you won’t want to miss!

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“Financial planning is both an art and a science and more of an art than a science. People think what I do is math all day and what I really do is have great conversations with people.”

GenY Planning




Unmistakable: Why Only Is Better Than Best


Episode 19 – Mike Mills

On today’s Mike Millsepisode we have Mike Mills who is 18 years into his financial planning career and started out on his own when he was in his mid-20s.  He has great insight for those who are starting their firm and shares his personal story of how experiencing a disability shaped how he approaches financial planning differently than others.
Mike also shares his beliefs about the “best is best” standard versus the “fee-only” standard. Don’t miss it!

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“If we’re out there providing our best advice, I don’t really care what kind of product I’m selling. At the end of the day, I’m solving problems.”

Episode 18 – Caleb Brown

Caleb Brown

Caleb Brown, MBA, CFP®, started his career working for a small RIA and volunteering for local financial planning groups.  Through that experience, he started New Planner Recruiting, which pairs financial planners with employers.
 He has great insights into what you can do to set yourself apart from other applicants or excel at your job.  If you want to get to the elite status, this is definitely a must-listen podcast!

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“You’ve got to find ways to demonstrate value… [Bosses] don’t care what the salary surveys say. If you feel like you deserve more money, you need to write up a plan.”

The E-Myth Revisited

Find your local FPA chapter and connect!

Noted job boards: NAPFA, CFP, FPA, & AICPA.