What does it take to be a successful new planner? Finding your audience and connecting with them is part of it. Haley Rosa from PR firm Gregory FCA talks with Hannah about developing your personal brand and media strategy in our latest episode of YAFPNW.
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.
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.
Roger Ma is a CFP®, revenue intelligence analyst at Google, and author. He’s also worked as an investment banker and dabbled in real estate. In our latest episode of YAFPNW, Hannah and Roger discuss blending personal finances and careers, the inspiration for his book, working multiple jobs, and more.
Sonya Dreizler is a financial services consultant, author, and impact investing speaker. In our latest episode of YAFPNW, Sonya discusses how she got into sustainable and impact investing, what they mean, and what inspired her Do Better series in the wake of the #MeToo movement.