Bryan Hasling, CFP ®, is passionate about building a network of financial planners who lift one another up. He’s focused on helping other financial planners learn how to foster community in their practices and with one another to thrive throughout his career, and as a previous San Francisco FPA NexGen Director.
In this episode Jonathon Cameron and Glenn Downing of Cameron-Downing show us how they are living their lives in “beta.” They believe this phrase means always being willing to grow, improve, and learn – never the “final” version of themselves as business owners or financial planners.
Emily Purdon started her career in 2016. She quickly realized that her CFP® certification and financial planning degree through Virginia Tech hadn’t really prepared her for the realities of being a planner – and she felt that the comprehensive planning she learned at her role with SBSB (Sullivan Bruyette Speros & Blayney) was both exciting and beneficial to clients in a way she hadn’t imagine was possible.
Ben Coombs, CFP®, CLU, was part of the first class of CERTIFIED FINANCIAL PLANNERS™. When he got started, nobody had jobs for financial planners. Now, he’s thrilled to see career paths developing. Tune in as Ben walks us through the evolution of financial planning through his eyes, and what he’s excited about in this profession’s future.
In this episode with Stephen Rischall, CFP®, we’re focusing on what it means to run your own financial planning practice with a team. We’re discussing the ups and downs, the big wins and the challenges. Stephen’s story is incredibly inspiring, and his insights are spot-on!
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.