What does content have to do with being a financial planner? How can it help a new financial planner make their mark? According to Justin Castelli, CFP®, founder and owner of RLS Wealth Management, blogger, and podcast host, content can develop your personal brand, tell your story, and grow your business.
Are you a good listener? If your answer is “yes,” our latest guest on YAFPNW can help you become an even better one. Sandi Bragar, CFP®, discusses how deep listening and asking the right questions are some of the most important skills you’ll use in the profession.
What does it take to be a standout job candidate? Cooper Grady, CFP®, Director of Financial Planning at Apollon Wealth Management, had tons of practical advice to share with new planners navigating the hiring process.
FPA Fall Residency is a week-long program that takes place in Denver In this episode of YAFPNW, I caught up with my teammates from Residency to discuss our individual experiences and the big takeaways from the program.