Growing A Firm:

Growing a firm takes grit. You’ll be in the weeds working on your firm’s processes, marketing, sales, operations, and more. Luckily, you have the #YAFPNW podcast in your financial planning toolbox! These episodes will walk you through a wide range of business topics – all of which will help you successfully run and grow your firm.

Reinventing Wealth Management

This episode is a must-listen to for financial planners who relate to Larry’s statement that the current model of wealth management is outdated. Larry tackles how to adopt revolutionary planning practices for your business, and where you can connect with like-minded advisors who all want to grow and make this profession the best it can be.

Growing in Confidence and Building a Practice

Breanna believes in being yourself, and owning your knowledge and expertise as a business owner. She has so many fantastic insights on showing up, moving through difficult business decisions, and growing the practice you’ve always dreamed about.

Living in Beta

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.

Building Non-Traditional Career Paths

This panel through TD Ameritrade Institutional with Charesse J Hagan, Kelli Cruz, and Heather Fortner offers fascinating insight on how non-advisor roles in the financial planning profession are evolving – and why they’re important.

Becoming a Marketing Advocate for Financial Planners

Patrick Brewer, CFA, CPA, founder of SurePath Wealth Management and Brewer Consulting, has found his passion in helping other planners learn to market themselves. Patrick helps other planners to find their voice, connect with their ideal clients, and advocating for young planners who are ready to make a name for themselves.

Telling Your Advisor Story

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.

Quickly Growing a Firm

Five years after founding Strategic Financial Partners at 25 years old, Sten Morgan has built his financial planning firm $100M. Tune in to learn how he pushed past what was comfortable and challenged himself to grow, improve, and find a tremendous amount of success.

Career Paths and Building a Stronger Profession

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.

Growing a Millennial-Focused Practice

When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!

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