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®

The Story of NexGen (for NexGen Gathering 2017)

FPA NexGen started in 2004 and has quite a story to tell already. With NexGen Gathering happening next weekend, our hope is that those attending will be able to see how special NexGen is, and more importantly, how impactful NexGen Gathering can be.

As with any telling of history like this, there are slightly differing accounts of specific events and we did our best to remain true to the stories we collected. What excited us was the consistent themes of the importance of NexGen and what is the essence, or the soul of NexGen.

We hope you enjoy and look forward to seeing you at NexGen Gathering 2017!

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A very special thanks to Aaron Coates, Michael Kitces, Sabrina Lowell, Amy Mullen, Joe Pitzl, Jude Boudreaux, and of course… the Rat Pack!

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”

 

Virtual Planning – FPA DFW Seminar

2017 Quarter page flyer

Casey Kupper, CFP® joins Hannah Moore, CFP® for the February FPA DFW You’re a Financial Planner Now What Seminar Series. Casey and Hannah discuss how Virtual Planning is being used now and how it will impact the profession.

 

“The emotional intelligence.. I haven’t been to any conference where that has been talked about in the virtual world. Certainly that is a place that will get attention in the coming years.”

 

Thanks to everyone that came out and many thanks to the kind folks at Cadent Capital for hosting us!

 

Katie Brewer, CFP®

Good Financial Cents

Brittney Castro, CFP®

Lauren Greutman | Helping you enjoy life on a budget

THE VIRTUAL ADVISOR By XY Planning Network

Bob Veres – Inside Information

The CFP Board Spring 2017 Public Awareness Campaign Ads

RightCapital: Financial Planning Software

Sophia Bera, CFP®

Kitces.com – Advancing Knowledge in Financial Planning

FPA Retreat 2017

FPA NexGen Gathering

YAFPNW – Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II

FinCon: Where Money and Media Meet

 

Episode 22 – Networking

Lynn McIntireToday we have another recorded #YAFPNW meetup with Lynn McIntire from Cadent Capital. Our topic this meeting was Networking. Networking is one of the most advantageous skills to learn, both from a personal and professional standpoint. I can tell you from personal experience, it has been one of the things that has propelled my career the furthest.

I hope you enjoy this episode and would love to hear any feedback or ideas for future meetups!

We would like to thank The Milestone Group here in Dallas hosting us again!

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 “There’s a lot of value in cheering your peers on… and I don’t think we do that enough.”

 

The Milestone Group

Cadent Capital

NexGen

XY Planning Network

Michael Kitces

NAPFA Genesis

NexGen Gathering

FinCon

XYPN Radio VIP

Digital Marketer

Your Money or Your Life

Episode 13 – Blogging for Financial Advisors

Hannah MooreWelcome back to another episode of You’re A Financial Planner; Now What? I recently gave a presentation titled “Blogging for Financial Advisors” to the Dallas FPA NexGen group and we are excited to share that with you. You will also hear a little more about my story and how I use what I’ve written to connect with clients.

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.  I hope you enjoy this episode and are encouraged to explore blogging for financial advisors.

 

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“I am not a natural writer at all but I wanted to learn… I know how important my voice coming out in writing is.”

 

A very special thanks to True North Advisors for hosting the NexGen meetup!

 

Blogs and resources from the presentation:

Money Saving Mom
triphackr
Tracy’s New York Life
Young House Love
COBB Tuning
Stage 2 Planning
Mom and Dad Money
Good Financial Cents
Your Richest Life
Financial Life Focus
FinCon
Financial Blogging (book) by Susan B Weiner CFA

 

Episode 10 – History of Financial Planning

P. Kemp Fain, Jr.For this episode we have a treat. Dr. Dave Yeske, CFP® was kind enough to send us a recorded speech by one of the founders of our profession – P. Kemp Fain, Jr.

P. Kemp Fain, Jr. gave this speech at Texas Tech almost thirty years ago and it will be our starting point as we explore the history of financial planning. Also, as we explore the history of our great profession, I hope other young professionals take up the challenge to find ways to show gratitude to those we know who have paved the way for us.

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“We truly are standing on the shoulders of giants.”

 

FPA NexGen

FPA Awards

Texas Tech Personal Financial Planning