Giving Back Panel

Giving Back Panel

Hannah Moore, CFP®, hosts a “giving back” panel with Kurt Kaczor, Director of Pro Bono at FPA; Robinson Crawford, CFP®; Alex Wilson, CFP®, FPA of GA NexGen Director; and Kyle Eaton, CFP®. They discuss how they got involved in pro bono work, what they’ve learned, and how you can start giving back.

Buying into Firms: Fit, Structure & Culture

Buying into Firms: Fit, Structure & Culture

The financial planner’s career path is often thought of as very linear: go to school, get your CFP certification, begin working for a firm and work your way up, or start your own. However, you can’t plan for everything, and sometimes you’re introduced to opportunities...
Keeping Up with Rapid Changes in the Profession

Keeping Up with Rapid Changes in the Profession

What does the future of financial planning look like? In our latest YAFPNW episode, Nathan Gehring, CFP®, talks about it with Hannah — as well as “slow financial planning,” providing value to clients, and how we’ll have to keep up with a rapidly evolving world.

Changing Narratives in the Profession

Changing Narratives in the Profession

Diane Bourdo, CFP®, is the president of The Humphreys Group, a women-owned and women-operated wealth management firm. A proud feminist, as she states in her Twitter bio, Diane is passionate about the role of women in the profession, as well as the perception of women...