In this episode, recorded at the FPA Annual Conference, we talked to Brent Weiss, CFP®, Kayla Kennelly, CFP®, Bryan Hasling, CFP®, Dan Yerger, CFP®, and Christine Sjolin, CFP®, about their take on the profession, the challenges it faces, and what needs to happen to prepare future generations for success.
Marina Rodriguez, CFP®, shares her career path from banking and insurance to investments and back to banking. Her story reminds all of us that it doesn’t matter if your financial planning career is a straight path or a winding one — all roads lead to Rome.
René Nourse is the founder and Managing Director of Urban Wealth Management, a guest commentator on CNBC Closing Bell, and President of the Association of African American Financial Advisors. Listen to René’s insights on the progress of the profession, the role of inclusion, and how to find your place in it on this week’s episode.
Tiffany Aliche, AKA The Budgetnista, is an award-winning financial educator, blogger, podcast host, speaker, and the founder of the Live Richer Academy. On this episode, Tiffany shares her story, how she grew her business into an enterprise, and why service and education are critical in the financial planning profession.
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.