by Hannah Moore | Oct 15, 2019 | #YAFPNW, Hannah, Keys to Career Success
Dayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She’s also an employee development consultant and coach with a research focus on practical wisdom in the workplace. In this episode, she talks about her research, her book, and how financial planners can engage clients and develop practical wisdom.
by Hannah Moore | Oct 1, 2019 | #YAFPNW, Career Changing, Finding a Job, Growing a Firm, Hannah, Starting a Firm
In this episode, we talk to Kara Beth Vance, CFP®, who works as an advisor at hourly planning firm, Timothy Financial Counsel, in Wheaton, IL. She shares in the ins and outs of the hourly financial planning model, as well as how it benefits the firm, the advisors, and of course the clients.
by Hannah Moore | Sep 24, 2019 | #YAFPNW, Growing a Firm, Hannah
Whether you work for a firm, own your own, or are part of a succession plan, this compensation model discussion covers a lot of ground. The hosts talk about deciding on a fee model, how models guide your client base and business, and why innovation in the profession may affect your decision.
by Hannah Moore | Sep 10, 2019 | #YAFPNW, Career Progression, Hannah, Keys to Career Success
Charles Adi is a financial advisor who owns and operates his own firm, Blueprint 360, in Houston, TX. In this conversation, Charles opens up about his background, the path that brought him to financial planning, and how he’s grown a thriving firm from the ground up.
by Hannah Moore | Aug 27, 2019 | #YAFPNW, Hannah
John Hayes, the Senior Vice President of Charitable Estate Planning at the American Heart Association, shared his insights on charitable giving. John talks about how planning professionals and larger organizations like the American Heart Association are working together more and more to make an impact on the state of charitable giving.
by Hannah Moore | Aug 13, 2019 | #YAFPNW, Hannah
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, talks to Hannah Moore about managing 65 – 70 hour workweeks, how he’s embraced his visionary strengths, and why the multiplier effect plays a role in everything he does. He also talks about motivation, the balance between effort and workaholism, and how strengths develop over time.