Episodes and Updates for #YAFPNW

Financial Life Planning

Stephen Brody, CFP®, believes that financial planning is about digging deeper to move beyond the numbers and help clients put forward the lives they want to live. Through intentional leadership, he’s built a financial life planning practice – and wants you to know that you can do the same.

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Virtually Serving Planners

Charesse Hagan believes it’s time to challenge the narrative that the only career path within financial planning is working toward being a lead advisor. Through her experience as a paraplanner and operations consultant, she has learned first hand that there are countless exciting opportunities for people to find their fit within the financial planning community.

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Quickly Growing a Firm

Five years after founding Strategic Financial Partners at 25 years old, Sten Morgan has built his financial planning firm $100M. Tune in to learn how he pushed past what was comfortable and challenged himself to grow, improve, and find a tremendous amount of success.

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