In this week’s unique episode of #YAFPNW, Hannah Moore, CFP® steps into the hot seat and is interviewed by the one and only Rianka Dorsainvil, CFP®. Tune in to hear Hannah’s story, and to learn how she came to be so incredibly passionate about the financial planning profession.
How would we be better off if we addressed the gender equality in our profession? In this episode, we’ll be exploring this, and many other questions about how we can address the gender gap in financial planning together.
LIVE at FPA Retreat 2018, we’re sitting down with a few of the industry’s most influential leaders to talk about the past, present, and future of the financial planning profession.
Whether you’re just starting out in a financial planning program, or almost at the finish line, these tips are sure to give you a big boost going into recruiting season.
Dr. Brad Klontz and Derek Lawson have worked together to integrate behavioral finance, financial therapy, and financial psychology into the world of financial planning. Their research is guiding advisors everywhere to add a deeper level of value to the lives of their clients – and they want to help you do the same!