Are you on the path to growing your career as a financial planner? On the #YAFPNW podcast, we talk about developing a career path, developing your practice, and refining your practices. Don’t miss these episodes on progressing your financial planning career!
Lauren Stansell of Yeske Buie gets interviewed by our guest host, Alexandria Cole. Lauren wasn’t sure she wanted to be in financial planning and just several years later is on track to be partner at her firm. Tune in to hear her story and learn how she has been instrumental in creating and growing their Resident Program, a three year training program for new financial planners.
As more established planners plan for their own futures many young professionals are offered a succession plan as part of their career path. In this episode, Connor Koppa, CFP® walks #YAFPNW listeners through what it’s like to be part of a succession plan, what his ownership arrangement looks like at Focus Financial, and more.
Saundra Davis believes that financial coaching skills and financial planning go hand in hand. As a financial planner, you may be completely confident in the guidance you give to clients - but feel frustrated and lost time and again when they fail to follow your...
Alex is a great example of what it means to step outside of your comfort zone, get involved and see the benefits of being involved within the financial planning profession. From networking, mentors, peers and finding job opportunities, Alexandria has discovered new opportunities for herself and better ways to serve clients.
Kate Healy is a wonder woman whose life’s work has furthered the financial planning profession and served advisors in countless ways. It’s safe to say – she’s one of the leading voices in the world of finance, and she’s here to talk about advocating for new and diverse planners.
Adam Kornegay, of Pathfinder Strategic Solutions and one of the people behind FPA’s new Coaches Corner, wants to help advisors communicate their value and move past the financial “lingo” to tell their story and actually connect with their ideal clients.
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.
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.
Andrew Sivertsen offers insight to young planners on how they can develop a career path, and how to consistently better themselves and focus on adding value to the lives of their clients.
Cheryl Holland discusses the foundation of her firm, Abacus Financial Planning – developing career paths and growing leadership skills in herself and her team members. She explores how new planners can define and follow a career path within their current firm to encourage growth.