Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Player FM - Internet Radio Done Right
20 subscribers
Checked 3+ y ago
تمت الإضافة منذ قبل seven عام
Looks like the publisher may have taken this series offline or changed its URL. Please contact support if you believe it should be working, the feed URL is invalid, or you have any other concerns about it.
المحتوى المقدم من Financial Planning Association. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Financial Planning Association أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
مشابه لـYou're a Financial Planner, Now What?
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
11k
278
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Player FM - تطبيق بودكاست
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
))
Daily Deals
المدونة الصوتية تستحق الاستماع
برعاية
T
The Innovators & Investors Podcast
1 Inside Deloitte Ventures: Strategic Corporate VC Insights on Scaling Startups and Vertical AI Trends 34:07
34:07 
التشغيل لاحقا 
التشغيل لاحقا 
قوائم 
إعجاب 
احب34:07
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احبIn this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Jay Crone, Managing Director and Venture Capitalist at Deloitte Ventures, to explore the firm’s strategic approach to corporate venture capital. Jay shares Deloitte Ventures’ investment thesis, focusing on supporting innovative Canadian startups at Series A and B stages across key sectors like cybersecurity, climate tech, fintech, future of work, health tech, and AI. Listeners will gain an inside look at how Deloitte leverages its vast network of 1,500 partners and 15,000 employees to source deals and add value beyond capital by helping startups navigate Deloitte’s complex ecosystem and access enterprise clients. Jay also discusses his diverse career journey—from government and investment banking to entrepreneurship and corporate VC—and how those experiences shape his investment philosophy. The episode delves into Deloitte’s due diligence process, the importance of founder relationships, and the firm’s strategic role as a co-investor. Jay highlights emerging trends, particularly the promise of vertical AI tailored to industry-specific needs, and shares his bullish outlook on fintech innovations like stablecoins and cross-border payments. He offers candid advice for entrepreneurs on risk-taking and aligning business vision with funding goals. This episode is a must-listen for founders, investors, and anyone interested in the evolving landscape of corporate venture capital and innovation in Canada. Learn more about Jay's work at https://www.deloitte.com/ca/en/services/program/ventures.html Connect with Jay on LinkedIn at https://www.linkedin.com/in/jaycrone/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
You're a Financial Planner, Now What?
وسم كل الحلقات كغير/(كـ)مشغلة
سلسلة مؤرشفة ("تلقيمة معطلة" status)
When?
This feed was archived on July 06, 2025 00:13 (
Why? تلقيمة معطلة status. لم تتمكن خوادمنا من جلب تلقيمة بودكاست صحيحة لفترة طويلة.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage series 2444261
المحتوى المقدم من Financial Planning Association. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Financial Planning Association أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Exploring the world of Financial Planning. Accelerating your career.
…
continue reading
289 حلقات
مشاركة
وسم كل الحلقات كغير/(كـ)مشغلة
سلسلة مؤرشفة ("تلقيمة معطلة" status)
When?
This feed was archived on July 06, 2025 00:13 (
Why? تلقيمة معطلة status. لم تتمكن خوادمنا من جلب تلقيمة بودكاست صحيحة لفترة طويلة.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage series 2444261
المحتوى المقدم من Financial Planning Association. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Financial Planning Association أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Exploring the world of Financial Planning. Accelerating your career.
…
continue reading
289 حلقات
كل الحلقات
×
Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning. Andrew spoke with Hannah about how he became a partner so young, what partnership in a small firm is really like, and what he credits with his happiness and success.…
Galen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances , a financial planning firm tailored toward millennials with a focus on Twitch streamers. Quite the niche, right? In the latest episode of YAFPNW, Galen and Hannah Moore, CFP®, talk about the unique challenges of planning for streamers, his experience running his own business, work-life balance, and more.…
Stephanie Bogan is a high-performance business coach at Limitless Advisor Coaching, where she helps advisors, leaders, and founders align their career with their ideal lifestyle. She spoke with Hannah Moore, CFP®, about how you can tweak your mindset to achieve more wealth and wellbeing in your practice and how you can mindfully craft your work life, even if you’re an employee.…
Scott McKenna is the Vice President of Osprey Funds , a digital asset investment firm that offers secure, cost-effective access to select crypto. In this new episode of YAFPNW, Scott and Matt Fizell, CFP®, discuss why crypto funds are so important to the profession and why financial planners should learn as much as they can about crypto and blockchain technology.…
Justin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning , a firm that caters to millennials and fitness entrepreneurs. In the latest episode of YAFPNW, Justin and Hannah Moore, CFP®, discuss the launch of his firm, important skills like networking, how Assist FP caters to a younger clientele, and more.…
Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.…
Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.…
Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.…
Tremaine Wills is the Chief Operating Officer of Mind Over Money, an RIA firm. Tremaine and Hannah Moore, CFP®, discuss how she discovered financial planning, the challenges of being an entrepreneur, and how she serves the public through comprehensive financial planning and financial literacy.
Mariana Llamas, AIF®, is an associate planner at Xena Financial Planning, where she helps young professionals manage their money and life on their own terms. With Hannah Moore, CFP®, she talks about what it’s like to be at the early stages of crafting her career and the path she took through professional designations. They also discuss how nurturing your networks can help you express your values and grow your capabilities as a financial planner.…
Today’s guest is Barry Streit, CLU, ChFC®, senior vice president at United Healthcare. Barry focuses on the practical information that financial planners need today in order to serve clients who are approaching … or are in retirement. If you don’t work with older clients just yet, don’t worry, there’s a lot of good information that will help you and your clients plan for the future.…
In today’s episode Dr. Michael Kothakota joins Hannah Moore to discuss Michael’s previous military career and background that led him to become a planner. Once working with clients, Michael’s curiosity and desire for data driven decisions led him to challenge the assumptions financial planners make.
Danika Waddell, CFP®, RLP®, CSLP®, is a career-changer who went from accounting to founding her own firm. She sat down with Hannah Moore, CFP®, to talk about how you can start the journey, what steps you must not skip, and what it means to thrive after the transition.
Ed Rodbro, CAP®, is the senior advisor in charge of charitable estate planning at the American Heart Association. He helps wealth advisors, estate planning attorneys, and other financial professionals develop charitable giving solutions for their clients. Ed spoke with Hannah Moore, CFP®, about how philanthropy can help you manage your clients’ tax liabilities, fulfil their values, and engage millennial clients on issues that matter to them.…
Mike Harris, MPASSM, CFP®, CRPC®, is the chair of retirement studies and a professor at the College for Financial Planning. He’s been in the profession for over forty years and has watched it evolve. He spoke with Hannah Moore, CFP®, about how the life of a financial advisor has changed, how professional designations will impact your career, and what it will take for you to thrive through the changes ahead.…
Y
You're a Financial Planner, Now What?
Jasen Wallace, CFP® is a financial planner at Weinheimer Wealth Management and the Career Development Director for the FPA chapter in Austin. He sat down with Hannah Moore, CFP®, to talk about how new planners can navigate increasingly complex career decisions.
Y
You're a Financial Planner, Now What?
Spenser Liszt, CFP®, is a financial planner at Paradigm Advisors. These days, he helps young families make informed decisions about their money. His journey to this work wasn’t linear, as you’ll hear. Spenser sat down with Hannah Moore, CFP®, to talk about how he worked his way out of his previous musician lifestyle to become a champion of financial literacy.…
Y
You're a Financial Planner, Now What?
Steven Jarvis, CPA, is the co-founder, CEO, and head CPA at Retirement Tax Services. He also hosts their podcast, where he aims to bridge the gap between tax professionals and financial planners to better serve mutual clients. He sat down with Matt Fizzell, CFP®, to talk about how collaboration can provide enhanced value to both professions. They also discuss why collaboration has been a struggle in the past and how you can build a mutually beneficial partnership with your client’s tax planner.…
Y
You're a Financial Planner, Now What?
Joy Lere, Psy.D., is a clinical psychologist and a co-founder of Shaping Wealth, a learning platform that helps advising professionals and corporate organizations navigate the emotional work required to achieve financial plans. She spoke with Hannah Moore, CFP®, about three key strategies that every planner should use to meet their client’s psychological needs. They also discuss how to avoid burnout caused by the intense emotional demands of our profession.…
CJ Miller, CFP®, RMA®, is a financial planner at Sensible Money LLC and a board member of the Greater Phoenix chapter of the FPA. He sat down with Matt Fizell, CFP®, to talk about how he found a career in a small firm where he can see himself growing happily for the rest of his working life. He shares about the essential values, habits, and supports that you can cultivate to build your own big dreams in small businesses.…
Y
You're a Financial Planner, Now What?
Thomas Kopelman is the founder of The Long Game blog and podcast, and a financial advisor at RLS Wealth. Named one of Business Insider’s Top 23 Financial Advisors for Millennials in 2020, he speaks with Matt Fizell, CFP®, about why he left a wirehouse role to take a chance on building his own brand. In this episode, you’ll hear what Thomas has learned about content marketing that can help you build the career you really want.…
Y
You're a Financial Planner, Now What?
Garrett Philbin AFC®, CMC® is the founder of Be Awesome, Not Broke. He provides financial coaching, which is a distinct service from traditional advising that focuses on helping people get out of debt and start the journey toward mastering their money. He sat down with Hannah Moore, CFP®, to talk about how coaching differs from advising, why it matters in the profession, and how the skills and model of financial coaching can benefit any practice.…
Y
You're a Financial Planner, Now What?
The Foundation for Financial Planning has been expanding access to pro bono planning for over 25 years, helping people in need benefit from quality financial advice. Through their Pro Bono for Cancer Campaign, they’ve partnered with the FPA National and Family Reach to provide free financial planning to help families cope with the extraordinary financial burdens that come with a cancer diagnosis. In this episode, Hannah Moore, CFP®, spoke to Raven, a client of Family Reach, Robert Sharer , the volunteer advisor who worked with her, and members of all three of the collaborating agencies about their mission, outcomes, and how you can get involved to give back through pro bono work.…
Ric Edelman is the co-founder of Edelman Financial Engines, the host of Ric Edelman Radio, and co-founder of the Digital Assets Council of Financial Professionals. He sat down with Hannah Moore, CFP®, to discuss what advisors need to know about the game-changing impacts of bitcoin and blockchain technology.…
Y
You're a Financial Planner, Now What?
Matthew Ricks, MBA, CFP®, is the founder of Haystack Financial Planning, a firm that serves people with disabilities and special needs. Matthew spoke with Matt Fizell, CFP®, about how he took control of his career, started his own firm, and niched down in an area where his interests and experience met with great demand.…
Y
You're a Financial Planner, Now What?
Maddi Napier, CFP®, MBA, FSRI, QKA, knows how hard it is for many of us to hone our leadership skills. Hannah Moore, CFP®, sat down with Maddi to find out where she gets her confidence in managing people, what makes a great leader, and how the rest of us can be more comfortable and effective when we’re at the helm.…
Y
You're a Financial Planner, Now What?
Pam Capalad, CFP®, AFC®, is the founder and CEO of Brunch and Budget, a virtual financial planning firm. At Budget and Brunch, Pam provides affordable, high quality financial advice and works to break down financial barriers for people of color. She spoke with Hannah Moore, CFP®, about how her team provided powerful outreach during the COVID pandemic, and how showing up and paying attention can help change lives and right wrongs in the financial system.…
Subscription fees are intended to make financial planning more accessible to clients while creating more predictable and scalable income for a firm. But how do they play out in real life? To find out, Hannah Moore, CFP®, sat down with three planners from around the country who provide different types of subscription services through their firms.…
Y
You're a Financial Planner, Now What?
Brendan Frazier is the founder of Wired Planning and The Human Side of Money Podcast. He sat down with Hannah Moore, CFP®, to discuss the controversy around behavioral finance and the unavoidable role it plays in every client interaction. They also discuss how we can all develop better behavioral coaching skills for mutually satisfying client relationships.…
Y
You're a Financial Planner, Now What?
Jared Machen, CFP®, co-founded Brownlee Wealth Management after building a successful practice as a virtual paraplanner. He spoke with Matt Fizell, CFP®, about the surprising opportunities available on the paraplanning career path and how it gave him the breadth of knowledge to eventually open his own RIA with confidence.…
Y
You're a Financial Planner, Now What?
Natalie Taylor, CFP®, BFA™, runs an RIA and consults with fintech companies through her own business, Natalie Taylor Consulting. She spoke with Hannah Moore, CFP®, about what finance apps do better for the average customer, what human advisors provide that can’t be replaced, and what the profession can learn from fintech to make financial planning services more client-centric and impactful.…
Y
You're a Financial Planner, Now What?
Succession planning within a firm is complicated, with a lot riding on it for both generations. To give us a glimpse into what makes or breaks a succession plan, Hannah Moore, CFP®, sat down with two young planners who are in the thick of it. Kevin Cassidy, CFP®, is the Next Gen director at FPA Houston and is in the midst of succession at Veritas Wealth Management. Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, is the founder of Ellevate, a financial planning firm for advisors that specializes in exit coaching. Together, Kevin and Brooklyn share what they’ve learned about the pitfalls that crop up and approaches that work when you’re taking the reins of an established company.…
Y
You're a Financial Planner, Now What?
Every new planner wants to move up quickly through the ranks, but it can be hard to do so when they don’t get the attention or experience they need. Matt Granksi, CFA®, is an example of what’s possible, though, rising from analyst to President at Miracle Mile Advisors before his 28th birthday. Up next, Matt tells Hannah Moore, CFP®, how he got noticed and how his approach to his career helped him solve problems for his clients and team. Find out what it took for Matt to grow his firm to a multi-billion dollar business by focusing on premium client service, innovative systems, and empowering NextGen talent.…
Y
You're a Financial Planner, Now What?
Jeremy Walter, CFP®, CKA®, is the founder of Fident Financial, where he specializes in value-led financial planning. He sat down with Matt Fizell, CFP®, to talk about how his family and Christian values led the way for his business. He shares how this unique business approach has allowed him to help people in a way that feels meaningful, without compromising on his faith or life.…
Y
You're a Financial Planner, Now What?
Hannah Moore, CFP®, sat down with three up-and-coming planners who are growing their careers in different ways. Christopher Stroup, MBA, is a career changer who went from oilfield engineering to wealth advising at Abacus Wealth Partners. Kurtis Rohlf found financial planning after piloting several service industry start-ups, and Riley Saunders, CFP®, crafted his own role as an internal processes expert at Cassaday and Company. These three share how they explored new opportunities and leveraged their strengths to forge a career just for them.…
Y
You're a Financial Planner, Now What?
Hannah Moore, CFP®, is the owner of Guiding Wealth and an active force in the FPA’s work to educate, empower, and inspire new financial planners. Hannah spoke with Stephanie Trexler, CFP®, in an Ask Me Anything session at the FPA Michigan Student Success Summit. She shared the secret sauce behind FPA’s Virtual Externship Program and her excitement about the next generation of planners. You’ll also hear Hannah’s thoughts on the one indispensable skill she believes that up-and-coming financial professionals should cultivate for success.…
Y
You're a Financial Planner, Now What?
Marina Hernández, EA, CFP®, CEPA™, is the co-founder of Swiss American Wealth Advisors. She also works through The Crossborder Planner and Crossborder Academy to provide U.S. expats and immigrants with free financial education and planning. Marina spoke with Matt Fizell, CFP®, about forging your career path in an unpredictable world, and the interesting tax and financial planning needs of Americans living overseas. Hear more of Marina’s thoughts by listening to the episode — including how planners, firms, and the next generation can create meaningful diversity and inclusion in the profession.…
Y
You're a Financial Planner, Now What?
Pamela Rodriguez, CFP®, is the founder of Fulfilled Finances. She spoke with Alexandria Davis about the fulfilling (and exhausting) journey of building a business while raising a baby and how a specialized university program paved the way for her firm. They also discuss what the profession can do better to support women and families.…
Y
You're a Financial Planner, Now What?
Chad Chubb is a CFP®, CSLP®, and the lead advisor and founder of Wealth Keel. His firm specializes in simplifying the complex financial lives of Gen X and Gen Y physicians. Chad talked with Matt Fizell, CFP®, about starting his own firm at an astonishingly early point in his career, the privileges that made it possible, and his advice to young advisors wondering how to find their own path.…
Y
You're a Financial Planner, Now What?
Stephanie McCullough is the founder and CEO of Sofia Financial and co-host of the Take Back Retirement Podcast. She talked with Matt Fizell, CFP®, about building confidence in your work when you’re not a traditional advisor, what the financial planning conversation is lacking for women, and how to find and connect to the parts of the industry that excite you.…
Y
You're a Financial Planner, Now What?
Julia Carreon is a digital executive, helping finance companies adapt to tech innovation. She spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was inevitable, and how the profession can better prepare for the next generation of investors.
Y
You're a Financial Planner, Now What?
Zaneilia Harris, CFP®, is the president of H&H Wealth Management and author of Finance 'and Stilettos: Money Matters for the Well-Heeled Woman. She speaks with Hannah Moore, CFP®, about inner and outer signals that have helped her find her way in her career, and her vision of the legacy she wants to leave.…
Y
You're a Financial Planner, Now What?
Ashby Daniels, CFP®, is a financial advisor and COO at Shorebridge Wealth Management. He is also the author of Medicare Simplified . In this episode, Ashby and Matt Fizell, CFP®, discuss the impact you can create on your business and your audience’s goals when you’re committed to creating genuinely helpful content.…
Y
You're a Financial Planner, Now What?
Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI, is the founder of Modern Money Advisor. In this episode, Angela discusses her firm’s unique online service model and how they use automation to streamline everything. She also shares how self-acceptance has helped her thrive in every aspect of her business.…
Y
You're a Financial Planner, Now What?
Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about their award-winning research and the tool they developed to help financial planning professionals create a clear plan for their clients’ goals, so they can make advised and rational decisions. Be sure to earn .5 hours of CFP Board CE Credit with this episode!…
Y
You're a Financial Planner, Now What?
Kevin Mahoney, CFP®, is the founder and CEO of Illumint, a firm dedicated to financial planning for millennial couples. He spoke with Matt Fizell, CFP®, about why the profession needs a variety of fee models, how he found a profitable way to serve a non-traditional market, and how you can build a successful business helping the clients you care about.…
Y
You're a Financial Planner, Now What?
JD Bruce, CPA, PFS™, is Chief of Innovation at Abacus Wealth Partners. He spoke with Hannah Moore, CFP®, about the unique business model that allows Abacus to serve large and small clients at scale and how their rigorous training program produces advisors who can handle the complex interpersonal challenges of talking to people about their money.…
Y
You're a Financial Planner, Now What?
Patrick Mahoney is the new CEO of the Financial Planning Association, and Skip Schweiss, CFP ® , AIF ® , is the President of the Board. They chatted with Hannah Moore, CFP ®, about the future of financial planning, the importance of professionalizing the profession, and how being active in your local chapter will change your life.…
Y
You're a Financial Planner, Now What?
Jacqueline Schadeck, CFP®, AWMA®, is a financial planner, author, and speaker who is passionate about improving the profession. She spoke with Alexandria about how she thinks the financial planning profession can do better, and how her dedication to growth built her career.
Y
You're a Financial Planner, Now What?
Chelsea Ransom-Cooper, CFP®, is the founder of Women with Equity and a partner at Zenith Wealth Partners. During this episode, she shares how her childhood experiences and drive to serve led her to where she is today. Her goal is to empower women and people of color through accessible financial education and wealth planning. Listen as she shares the mentors and moments that helped guide her through the world of finance, from lack of experience and work that didn’t resonate to connections, expertise, and ownership of her true calling.…
Y
You're a Financial Planner, Now What?
Kay Pfleghardt, CFP®, is a Private Wealth Service Advisor and NextGen Leadership Consultant at Family Wealth and Legacy. In this new episode of YAFPNW, Kay and Hannah discuss how she got her start in the profession, who Family Wealth and Legacy serves, and her firm’s team approach to clients.
Y
You're a Financial Planner, Now What?
Dasarte Yarnway is the Founder and Managing Director of Berknell Financial Group , a fee-only and fiduciary firm that serves a broad range of clients, as well as professional athletes and entertainers. In this new episode of YAFPNW, Hannah and Dasarte discuss who Berknell serves and how, the books Dasarte has authored, his approach to clients, and what “onward to greatness” means.…
Y
You're a Financial Planner, Now What?
Jamie Hopkins ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group. Prior to his work at Carson, Jamie was an attorney and worked as an academic and educator with the American College of Financial Services. In our latest episode of YAFPNW, Jamie talked to Hannah about his roles as attorney, researcher, teacher, and coach in the profession. They also discussed the importance of culture at a firm, why firm owners need to invest in their people, and how to become a better financial planner.…
Y
You're a Financial Planner, Now What?
Erin Lowry, financial translator, author, and speaker, is the founder of Broke Millennial, a popular financial advising brand that helps millennials “get your financial life together (#GYFLT). In our newest episode of YAFPNW, Hannah and Erin discuss how Erin got the idea for Broke Millennial, what’s unique about serving this particular generation, what it’s like to write books, and much more.…
Y
You're a Financial Planner, Now What?
Cody Garrett, CFP®, is a financial planner at Legacy Asset Management and a financial independence educator at Measure Twice Money. As a career musician first, Cody has traveled quite an interesting path to the profession. In our newest episode of YAFPNW, Hannah and Cody discuss his education and background in music, his passion for honest financial education, and how a music background influenced his approach to financial planning.…
Y
You're a Financial Planner, Now What?
Jamie Bosse, CFP®, RFC is a financial planner, author, and financial educator at Aspyre Wealth Partners. She’s been featured in several publications, like Investment Advisor Magazine and The Journal of Financial Planning. Jamie has also published a children’s book called Milton the Money Savvy Pup. On our new episode of YAFPNW, Jamie and Hannah talk about her career path, her passion for early financial education, and how her family’s adorable Welsh Corgi inspired a children’s book about finance.…
Y
You're a Financial Planner, Now What?
Shannon McLay is the founder and CEO of The Financial Gym, a national personal financial services company that takes a “fitness-inspired” approach to finances. Shannon has been featured on numerous news outlets, and she’s been named a woman to watch in Shapes “Women Changing the World” issue in 2019. On our new episode of YAFPNW, Matt and Shannon talk about what makes The Financial Gym different from traditional financial firms, the psychology of working with clients, and the one skill that every advisor needs.…
Y
You're a Financial Planner, Now What?
Dominique Henderson, CFP®, is the founder of DJH Capital Management, a fee-only wealth management firm based in the Dallas/Fort Worth area. Dominique is also the founder of the Jumpstart Coaching Lab, a community that empowers and supports new financial professionals. In our latest episode of YAFPNW, Hannah talks to Dominique about helping career changers find their footing, his YouTube channel, and creating your own career path.…
Y
You're a Financial Planner, Now What?
Diana Yanez is a CFP® and Associate Financial Planner at RTD Financial. Her career path to RTD Financial has been long and diverse: running the numbers at a nonprofit, volunteering in Costa Rica, and studying for the CFP exam. On our new episode of YAFPNW, Hannah and Diana discuss how Diana got into the profession, how culture and upbringing affect money decisions, and what advice she’d give to other new professionals in the same situation.…
Y
You're a Financial Planner, Now What?
Michelle Wong, FPQP™, is the founder of and virtual assistant for Nifty Advisor Support, a support solution for independent Registered Investment Advisors. Nifty provides back office services and VAs for RIAs in D.C., Pennsylvania, Arizona, Illinois, Texas, New Jersey, and soon to be more. On our latest YAFPNW episode, Michelle talks to Hannah about how Nifty serves financial advisors, adapting to a virtual work environment, and how new planners can explore operations as a career path.…
Y
You're a Financial Planner, Now What?
Tim Maurer, CFP®️, speaker, and author, is the Director of Advisor Development for Buckingham Wealth Partners. His motto, “personal finance is more personal than finance,” drives his writing, speaking, and of course, his financial planning work. In our new episode of YAFPNW, Tim and Hannah discuss the meaning of that motto, as well as the skills planners need to excel and the impact we can make on our clients’ lives.…
Y
You're a Financial Planner, Now What?
Alexandra Armstrong was the first woman to earn the CFP®️ certification in Washington, D.C. in 1977. As the chairman and founder of Armstrong, Fleming & Moore, Inc., Alex has put her vast experience to work providing financial planning services to single women, couples, and retirees. We were thrilled to have Alex as a guest on our latest episode of YAFPNW. She and Hannah discuss the differences in how men and women approach retirement, how to understand the retirement mindset, and what inspired Alex to write her new book.…
Y
You're a Financial Planner, Now What?
You may know Julia Lorenz-Olson and Philip Olson for their quirky, fun web series Two Cents, a weekly personal finance show on PBS aimed at millennials and Gen Z. Philip and Julia also founded The Art of Finance, an Austin-based financial services firm that helps clients in the creative industry. How did the Olsons create Two Cents? What led them to launch The Art of Finance? Julia, Philip, and Matt discuss that and more on our newest episode of YAFPNW.…
Y
You're a Financial Planner, Now What?
Mothers in the profession are often asked, “How do you balance work and motherhood? Can we have it all?” Christy Raines, CFP®, AIF®, and President of Azimuth Wealth Management, Inc. had an excellent response to that question: “There is no kind of secret to it. There is no balance...this is real life and this is real planning.” In our new episode of YAFPNW, Christy and Hannah dive into that work-life balance dream. They also discuss how Christy grew Azimuth Wealth Management, moving around as a military spouse, relating to clients, and more.…
Y
You're a Financial Planner, Now What?
Don St. Clair, CFP®, AIF®, ChSNC®, is the president of St. Clair Financial, a firm that specializes in self-employed professionals and educators in California. Don is also the owner of MortgageNudge, a tool that helps users figure out how to pay off their mortgage within their budget and in respect to their goals. In our new episode of YAFPNW, Hannah and Don discuss how MortgageNudge came to be, why developing skills is just as important as gaining knowledge, and the importance of embracing uncertainty.…
Y
You're a Financial Planner, Now What?
Colin Overweg, CFP®, is the founder of financial planning firm Advize Wealth. Colin’s firm is unique, not because it’s primarily virtual or that he doesn’t have a traditional niche, which are traits a few other firms share. Colin uses video reviews of financial plans to help his clients. In this new episode of YAFPNW, Hannah and Colin talk about his use of video, what pushed him to start his own firm, and giving back to his alma mater.…
Y
You're a Financial Planner, Now What?
Walter Booker is the Chief Operating Officer of MarketCounsel. Prior to that role, he helped financial advisors be better business owners. Walter has had an impressive history working in the profession, and shared a lot of interesting advice with Hannah in this newest episode. Tune in to the full episode to listen to Walter and Hannah discuss serving diverse clients, the financial literacy gap, different career pathways in the profession, and much more.…
Y
You're a Financial Planner, Now What?
Cathy Curtis, CFP®, specializes in financial planning for independent women. She’s also the author and creator of The Happiness Spreadsheet, a budgeting system that helps you build a budget around your values. In our newest episode of YAFPNW, Hannah and Cathy dive into the history of The Happiness Spreadsheet, finding your niche, and how online marketing helped Cathy grow her brand.…
Y
You're a Financial Planner, Now What?
Anna N'Jie-Konte, CFP®, is the founder of Dare to Dream Financial Planning, a fee-only, virtual planning firm that primarily serves women of color. Anna also hosts the podcast First-Gen Realness, where she shares stories with fellow first-generation Americans. In this episode of YAFPNW, Anna and Ian discuss her passion for financial planning, the importance of financial literacy, why and how the profession needs to be shaken up, and much more…
Y
You're a Financial Planner, Now What?
Time is precious, and we’ve never been busier. Host Matt Fizell, CFP® talked to Adam Cmejla, CFP®, about workflows and processes in our latest YAFPNW episode. They discussed the benefits of integrating processes, challenges he faces in his work, and Adam’s advice for new planners interested in that area of the profession.…
How much does psychology impact money and investing? Quite a bit, actually. Matt sat down with author and former finance columnist, Morgan Housel, to discuss how our experiences and thoughts affect our financial decisions. Matt and Morgan also talk about writing, risk tolerance, and his new upcoming book.…
Zacc Call, CFP®, is a partner and wealth advisor at Utah-based Capital Financial Network. In this episode, Matt and Zacc talk about the unique structure of Capita’s compensation model, how he joined the profession, and what new financial planners should do when job hunting.
Y
You're a Financial Planner, Now What?
Dr. Mary Bell Carlson is a Certified Financial Planner™, founder of personal finance blog Chief Financial Mom, and a “full-time mom, part-time professor,” as she calls it. Here, she joins Hannah to talk about the umbrella of professions under financial planning and how to define success for each planner.…
Y
You're a Financial Planner, Now What?
How has the profession changed over time? Quite a bit, but what hasn’t changed is the heart of everything: building relationships with your clients. In this episode, Hannah talked to Lawrence Sprung, CFP® and founder/ President of Mitlin Financial, about just that. They also discuss his firm’s work, professional niches, social media strategy, and more.…
Y
You're a Financial Planner, Now What?
Tyler Aubrey, CFP® and financial planner at Define Financial in San Diego, had an unconventional career path that led him to the profession. In our newest YAFPNW episode, Tyler and Matt discuss his early work with a large government contractor, his first financial planning role, and his advice for new planners.…
Y
You're a Financial Planner, Now What?
Creating Connections Through Media
Y
You're a Financial Planner, Now What?
Financial Media: A Unique Path Within the Profession
Y
You're a Financial Planner, Now What?
1 Creating a Personal Financial Planning Brand With Content 43:57
43:57 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب43:57
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat does content have to do with being a financial planner? How can it help a new financial planner make their mark? According to Justin Castelli, CFP®, founder and owner of RLS Wealth Management, blogger, and podcast host, content can develop your personal brand, tell your story, and grow your business.…
Y
You're a Financial Planner, Now What?
1 Connecting With Your Audience as a Financial Planning Professional 28:49
28:49 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب28:49
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat 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.
Y
You're a Financial Planner, Now What?
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.
Y
You're a Financial Planner, Now What?
1 Buying into Firms: Fit, Structure & Culture 37:45
37:45 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب37:45
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe financial planner’s career path is often thought of as very linear: go to school, get your CFP certification, begin working for a firm and work your way up, or start your own. However, you can’t plan for everything, and sometimes you’re introduced to opportunities you don’t expect. Like many of our other guests on YAFPNW, Katie Seay, CFP®, proves that life as a financial planner so often takes you in a different direction. In our latest episode, Katie talked to Hannah about what makes The Trust Company unique, how her career has evolved, the importance of firm culture, and more. From Atlanta to Manhattan Katie went to the University of Georgia, initially as an international affairs major. When she came across family financial planning, her curiosity was piqued. She fell in love with the program and the work, and began working at Ayco in Atlanta, a Goldman Sachs company. After marrying her husband, Katie moved to Manhattan, Kansas, which was a big cultural change from Atlanta. However, it brought her to The Trust Company. A trust company shares similarities with normal financial planning firms, but a few things set it apart. An independent trust company is not owned by a bank, and it’s regulated a bit differently. Trust officers and financial planners are “hands-on as well as multigenerational,” as Katie put it, working with grandparents, parents, and kids throughout their lifetimes. What you do at a trust is not that different from what you do at a firm. “We really are part life coach...and part financial advisor,” said Katie. “I don't think the role is necessarily unsimilar to what a lot of financial advisors are doing with their clients, our just happens to be a more structured role.” The Trust Company’s unique structure Part of what Katie loves about working at The Trust Company is how she’s helped it grow. The Trust Company has been around since the early 90s, so when Katie joined in 2012, the business was already established. What wasn’t established, however, was the financial planning services part of it all. “I've really gotten to create my own business within a business, if that makes sense,” said Katie. “And so it's been the best of both worlds for me. I've gotten to do my own thing, but have all the support and resources of an established business.” What has helped Katie grow her business within a business? Maybe part of it is the unique way The Trust Company is structured. The Trust Company has been majority employee-owned since its inception; every employee at The Trust Company has the opportunity to buy in. This allows everyone to have a seat at the table, and feel valued and proud of the company. Katie explained that The Trust Company’s structure adds to conversations with clients, too. “Being still a small business, a lot of times we get questions about, ‘What are your plans? How do I know you're not just going to leave?’ Things like that,” said Katie. “And so it's a very easy conversation to say, ‘Well, I'm an owner of the trust company and here's how that works and here's why that's important to me.’” The importance of a firm’s culture Unique structure aside, Katie also believes strongly in The Trust Company’s culture. When your firm’s culture resonates with you, you believe in what you’re doing. It’s much easier to “sell” your services when you have confidence in where you’re working and the services that you’re providing, Katie explained. That’s why it’s so important for new financial planners to find a firm that aligns with who you are. It’s something Katie wishes she had paid more attention to when she entered the profession. “These are people that you're spending most of your day with,” said Katie.”You've just gotta make sure that you really believe in your company because that's ultimately how you are going to be a successful professi...…
Y
You're a Financial Planner, Now What?
1 Keeping Up with Rapid Changes in the Profession 33:06
33:06 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب33:06
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat 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.
Y
You're a Financial Planner, Now What?
Louis Barajas, CFP®, has 30+ years of experience in the profession. As a business and wealth manager, author, and a national speaker to boot, he had lots of insight to share in our newest episode of YAFPNW. Alexandria and Louis discuss his background, the profession, his pro bono work, and much more.…
Y
You're a Financial Planner, Now What?
Diane Bourdo, CFP®, is the president of The Humphreys Group, a women-owned and women-operated wealth management firm. A proud feminist, as she states in her Twitter bio, Diane is passionate about the role of women in the profession, as well as the perception of women and money. In our latest episode of YAFPNW, Matt speaks to Diane about why those perceptions of women and money in our society need to change, the power of listening, how her firm serves clients, and much more. The myth of women and money “I've always considered myself a feminist even when I was a very young girl,” said Diane. “And so being the head of a firm that has always had a focus on women has been a bit of a no-brainer.” Diane’s firm has always targeted women who were recently divorced or inherited, “the whole women-in-transition before it was really a thing,” as she put it. Why? Our culture’s ideas of what it means to be good with money, successful with money, are tired and outdated. They’re also not accurate, and they need to change. “The idea of women not having confidence or knowledge about money doesn't sync up with my experience with women....generally I've found that women are much better at money than they've been led to believe,” said Diane. “And of course it's also true that men are generally not as good at money than they have been led to believe. And so we're all suffering by this narrative. It's not good for anybody.” How do we start reversing this stereotype? As financial planners, we can start by listening. Why listening is essential for success It sounds obvious, but anyone in the profession knows that we’ve been trained to fix things. Find solutions. Focus on the technical side of things to make our clients happy. But there’s more to being successful as a financial planner than the numbers. The details, the calculations, the specialized stuff that financial planners do is still very important, Diane says. However, that expertise has to be balanced with empathy. You could have the best plan in the world for a client, but if you don’t know their motivations, emotions, or even struggles behind their decisions, it’s not going to work. That’s why listening to your clients from the get-go is essential. Asking broad, open-ended questions to get an idea of their relationship with money will give you valuable insight. Letting them talk without responding too much. That gives you the context of any problems you’re trying to solve, and you’ll be better equipped to help your client. “We always want to have a solution,” said Diane. “But at least at the beginning, the idea of listening without fixing is something to think about.” Cultivate change...starting with yourself Matt says in this episode that the way the financial planning environment was built sometimes isn’t the best fit for helping our clients. It’s also ill-equipped to allow for gender equality. However, we can start changing the system by committing to that change, especially from the top-down. “In some ways you want to throw the whole thing out and start anew. And that's not really practical or possible and it's not going to happen,” said Diane. “It takes leadership from the top. It takes people to recognize that these things are important and they're actually good for everybody.” If you’re a new financial planner, how can you be the best at your job? How can you be a champion of change for the profession? Diane says that curiosity, self-inquiry, is the most important thing to cultivate to find success. “We can't change anything in the outside world until we take a look at ourselves,” said Diane. “I think one of the most important things to cultivate to be successful is curiosity, true curiosity, and to have a curious mindset. And you have to just keep practicing that curiosity.”…
Y
You're a Financial Planner, Now What?
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.…
Y
You're a Financial Planner, Now What?
1 Thoughtful Dialogues and Deep Listening in the Profession 46:34
46:34 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب46:34
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبAre you a good listener? If your answer is “yes,” our latest guest on YAFPNW can help you become an even better one. Sandi Bragar, CFP®, discusses how deep listening and asking the right questions are some of the most important skills you’ll use in the profession.
Y
You're a Financial Planner, Now What?
1 Sustainable Investing and How to “Do Better” 49:29
49:29 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب49:29
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبSonya 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.
Y
You're a Financial Planner, Now What?
1 Successful Planning Partnerships and Work/Life Balance 40:47
40:47 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب40:47
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat do you do when the job opportunities out there aren’t quite right for you? If you’re investment advisor Nina O’Neal, it’s simple: create your own. In this latest episode of YAFPNW, Nina shares how she got into financial planning, what makes a successful partnership, the reality of work/life balance, and more.…
Y
You're a Financial Planner, Now What?
1 Real Work and the Secret Society of Financial Planners 35:19
35:19 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب35:19
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبCarl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl had lots to share with Hannah about what the “real work” in our profession, the beauty of simplicity, and why we need to focus on understanding problems rather than offering solutions.…
Y
You're a Financial Planner, Now What?
1 Global Perspectives on the Financial Planning Profession 34:47
34:47 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب34:47
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWe get to regularly speak with diverse financial planners who hail from all corners of the United States. This week, we were lucky to talk with Kate Holmes, global advocate, CFP®, international speaker, and podcast host about what financial planning looks like worldwide.
Y
You're a Financial Planner, Now What?
This week, we welcomed back Roger Whitney, award-winning podcaster and CFP® who serves retirees. We talked about the three phases of his retirement planning experience, as well as the Retirement Answer Man podcast and his membership community, Rock Retirement Club.
Y
You're a Financial Planner, Now What?
1 The 75/25 Rule & the Power of Listening 53:25
53:25 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب53:25
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe doctor is in! We welcomed financial psychologist and CFP® Dr. Brad Klontz back for another episode of YAFPNW. This time, we discussed the power of communication and emotion, money scripts, and using social media to spread the truth about money.
Y
You're a Financial Planner, Now What?
Less than 1% of financial advisors are both CFA Charterholders and Certified Financial Planners. Keith Beverly, managing partner and CIO of Grid 202 Partners, is part of that 1%. Tune in to this episode as Keith shares his professional journey, insight into his firm, and his initiative to support advisors entering the profession.…
Y
You're a Financial Planner, Now What?
1 How to Ace the Interview as a New Planner 35:36
35:36 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب35:36
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat does it take to be a standout job candidate? Cooper Grady, CFP®, Director of Financial Planning at Apollon Wealth Management, had tons of practical advice to share with new planners navigating the hiring process.
Y
You're a Financial Planner, Now What?
Go big or go home. Dream big. But what if you’re not the “dreamer” type? Good news: you can still reach your goals. We talk to Meg Bartelt, CFP® and president of Flow Financial Planning, about how she built her firm through hard work, self-care, an awesome online presence, and more.
Y
You're a Financial Planner, Now What?
1 7 Planners & Their Takeaways from Fall Residency 38:24
38:24 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب38:24
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبFPA Fall Residency is a week-long program that takes place in Denver In this episode of YAFPNW, I caught up with my teammates from Residency to discuss our individual experiences and the big takeaways from the program.
Y
You're a Financial Planner, Now What?
The financial planning profession is vast and deep. How can you find the right firm for you? This week on YAFPNW, we talked to a group of panelists about how understanding the unique cultures and traditions in each financial planning “tribe” will benefit your career search.
Y
You're a Financial Planner, Now What?
1 Building a Lifestyle Practice to Find Balance 29:04
29:04 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب29:04
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبCould you take 100 days off a year and still meet your career and financial goals? Benjamin Brandt, CFP®, podcast host, and president/founder of Capital City Wealth Management, is living that dream. In this episode of YAFPNW, Benjamin discusses his successful podcast, marketing tactics, and how running a lifestyle practice works.…
Y
You're a Financial Planner, Now What?
1 Understanding Strengths & the Power of Niches 43:35
43:35 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب43:35
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبReady to be inspired? This week on YAFPNW, we talk to Soraya Morris, lead trainer at financial planning software firm Envestnet MoneyGuide and jill-of-all-trades. Soraya and I talked about what she does at Envestnet MoneyGuide, her education and career journey, and what you can usually find her doing when she’s not working.…
Y
You're a Financial Planner, Now What?
How can we better the profession through fintech without losing our human selves in the process? This week we talk to Jason Wenk, founder and CEO of digital brokerage platform Altruist, about doing just that.
Y
You're a Financial Planner, Now What?
1 Better Communication and the Future of Fintech 44:09
44:09 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب44:09
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat’s the secret to a great financial advisor and client relationship? Like any other relationship, it’s communication. Learn how Sean Brown’s company, YCharts, is helping financial advisors discover that.
Y
You're a Financial Planner, Now What?
Emily Purdon, CFP®, EA. is a Financial Planning and Process Coach at XY Planning Network. In this episode, Emily discussed the importance of advocating for yourself in your career, the many paths of financial planning, and how to elevate a firm through onboarding. She also shares insights on trends in the profession and their impacts.…
Y
You're a Financial Planner, Now What?
1 Every Type Is Needed: Personality & Planning 28:26
28:26 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب28:26
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبKevin Clark, CFP®, Central Ohio NexGen Director, is currently working for Ameriprise as a Certified Financial Planner™. In this episode, he shares how he “fell backwards” into a career in financial planning, how he started his career at a call center, and why different personality types in the financial planning profession are so important.…
Y
You're a Financial Planner, Now What?
1 Making the Profession Worth Signing up For 51:56
51:56 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب51:56
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThis episode features Mark Tibergien, Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing. In this episode, we chat about career paths in financial planning, how we can elevate the profession, and the importance of reverse mentoring. Mark also shares insightful information on making the most of your career as a NexGen planner.…
Y
You're a Financial Planner, Now What?
1 Changes Needed in the Profession (And How We Can Make Them) 52:42
52:42 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب52:42
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn this episode, we were lucky enough to host financial management consultant Tyrone Ross, Jr. He talks about the current state of the profession in terms of diversity and education, as well as the changes we can make for a successful future.
Y
You're a Financial Planner, Now What?
1 Inquiry, Regulation, & Massive Changes to Australia’s Financial Services 54:02
54:02 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب54:02
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبPaul Greenwood is an experienced Licensed Financial Adviser and a registered Tax Financial Adviser. In this episode, he shares the impact that a royal inquiry is having on the financial services industry in Australia, and what all of us can learn from it.
Y
You're a Financial Planner, Now What?
1 NexGen Mini Talks: The Future of Financial Planning 41:11
41:11 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب41:11
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn 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.…
Y
You're a Financial Planner, Now What?
1 From Industry to Profession with Advocacy and Higher Standards 44:19
44:19 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب44:19
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIs financial planning a profession or an industry? What’s the difference between the two, and where is the future of financial planning headed? That’s exactly what we talk about on this week’s episode with Evelyn Zohlen, CFP® and Martin Seay, Ph.D., CFP®. Tune in to hear what they have to say!
Y
You're a Financial Planner, Now What?
1 Maximizing Your Potential Within the Profession 35:12
35:12 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب35:12
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبPreston Cherry, MS, CFP®, is the founder and president of Concurrent Financial Planning Center, LLC, as well as mentor and soon-to-be author. In this episode, he talks about his career goals, starting his virtual firm, mentoring NexGen financial planners, and the winding road that has been his career.…
Y
You're a Financial Planner, Now What?
1 Why Financial Planning Is Needed Now More Than Ever 1:00:42
1:00:42 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب1:00:42
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبTrudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and public accounting. Here, she shared her insights on careers within the profession, the impact of diversity inclusion, where she sees the profession going, and her mantras for success.…
Y
You're a Financial Planner, Now What?
1 The Generous Impact of The Foundation for Financial Planning 39:25
39:25 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب39:25
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبAlex Armstrong, CFP® is the founder and chairman of Armstrong, Fleming & Moore, Inc. She sits on the board of the Foundation for Financial Planning and is the very first recipient of their Lifetime Achievement Award. Jon Dauphine, CEO of the Foundation for Financial Planning, also joined us for this discussion on pro bono planning.…
Y
You're a Financial Planner, Now What?
On this episode, Marguerita Chang, CFP® talks about how she’s built a business and reputation in the profession by embracing her story and what makes her different. She shares her background and what led her to financial planning, as well as how to give back within the profession and thank those who’ve come before us.…
Y
You're a Financial Planner, Now What?
Arlene Cogen, CFP®, is a philanthropic leadership consultant and author of Give to Live: Make a Charitable Gift You Never Imagined. During this episode, she shares how she made the transition into philanthropy, what she’s doing to engage the next generation, and why it’s important to make charitable gifts that embody your core values.…
Y
You're a Financial Planner, Now What?
Brent Weiss, CFP®, ChFC®, is the Chief Evangelist and one of the founding members of Facet Wealth. During this episode, he shares his passion for increasing access to financial planning, the importance of finding your niche as a CFP® professional, and how we can work together to redefine wealth management.…
Y
You're a Financial Planner, Now What?
This week on YAFPNW, Tom L. Potts, Ph.D., CFP®, talks about how far the profession has come, peer learning, biases and the direction Dr. Potts sees the profession heading. Dr. Potts has played a vital role in the growth of the profession, so don’t miss out on this great chat!
Y
You're a Financial Planner, Now What?
1 The Quest for “Purpose First” Planning 48:22
48:22 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب48:22
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIan Bloom, CFP®, is a nerdy financial planner and proud of it. In this episode, he talks about his path to financial planning, how he’s developed his own “niche” based on his interests, and the importance of sharing content with your audience from Day One.
Y
You're a Financial Planner, Now What?
1 How Practical Wisdom Helps Clients Navigate Uncertainty 41:25
41:25 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب41:25
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبDayana 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.…
Y
You're a Financial Planner, Now What?
In this episode, Dan Yerger, MBA, CFP®, AIF®, CDFA®, talks about his extensive work in the financial planning profession, pro bono work, compensation calculations, and why he’s removing transactions from his fee model.
Y
You're a Financial Planner, Now What?
1 Charging Clients for Exactly What They Want 44:09
44:09 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب44:09
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn 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.
Y
You're a Financial Planner, Now What?
1 Compensation Models: Which One is Right for You? 56:15
56:15 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب56:15
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhether 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.
Y
You're a Financial Planner, Now What?
1 Banking, Insurance & Investments: Finding Your Role in the Profession 23:52
23:52 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب23:52
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبMarina 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.
Y
You're a Financial Planner, Now What?
1 Solving Today’s Problems and Building Trust for Tomorrow 39:30
39:30 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب39:30
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبCharles 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.
Y
You're a Financial Planner, Now What?
1 The Correlation Between Mentorship & NexGen Success 1:13:29
1:13:29 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب1:13:29
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبRené 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.…
Y
You're a Financial Planner, Now What?
1 Enhancing Client Relationships Through Charitable Giving 49:28
49:28 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب49:28
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبJohn 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.…
Y
You're a Financial Planner, Now What?
1 The Importance of Service, Trust, & a Shining Reputation 1:09:06
1:09:06 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب1:09:06
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبTiffany 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.…
Y
You're a Financial Planner, Now What?
1 Saying “Yes” to Opportunities & Impact 1:12:16
1:12:16 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب1:12:16
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبMichael 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.…
Y
You're a Financial Planner, Now What?
1 Inside The Next Generation’s Revolution 51:39
51:39 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب51:39
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThis discussion touches on Bob’s expert insights into the current (and past) state of affairs in the profession, and we even ask him to share some of the trends and potential updates he sees coming down the pike. If you want to see how far we’ve come as financial planning professionals in Bob’s lifetime, and what the future holds for next generation planners, this is an episode you don’t want to miss.…
Y
You're a Financial Planner, Now What?
1 Succession Plans, Student Loans & Craft Beer 42:39
42:39 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب42:39
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبFrom his unconventional start in financial planning to his current “title” as the Student Loan & Craft Beer Nerd of Pittsburgh, Ryan Galiotto, CFP®, walks us through his story and shares the role that personal branding has played in his work and life.
Y
You're a Financial Planner, Now What?
Christine Damico, CFP®, EA, is a teacher of the profession and trailblazer of her firm. In her many years teaching at Virginia Tech, and now through her residency program at Olio Financial Planning, Christine has developed a clear idea of how focused education and residency programs can impact NexGen planners - and the profession as a whole.…
Y
You're a Financial Planner, Now What?
In this episode, Luis F. Rosa, CFP®, EA, covers the importance of mentorship, how to define your place within the profession as a new planner, and how everyone can find a home within financial planning.
Y
You're a Financial Planner, Now What?
1 Leveraging Opportunities for Your Career 35:52
35:52 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب35:52
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn this episode, Molly Balunek gives action items for financial planners to take when they’re looking to be the best CFP® professional - whether they want to develop a career track at their firm or eventually start their own business.
Y
You're a Financial Planner, Now What?
This episode is perfect for financial planners who are working on improving their marketing strategy for their practice. Whether you love marketing, or you think it’s totally intimidating, Taylor Schulte, CFP®, has some fantastic tips for you!
Y
You're a Financial Planner, Now What?
1 Finding Your Identity, Purpose, and Impact 43:49
43:49 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب43:49
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen planner, and the best ways to communicate your identity in this profession. Ready to dive in? Tune in now!…
Y
You're a Financial Planner, Now What?
Adam Werner, CFP®, CPWA®, is a wealth advisor and Vice President of EP Wealth Advisors. In this episode, Adam joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both inside and outside of the office. They also explore how to approach firm owners about ownership conversations and what to expect when you become a partner.…
Y
You're a Financial Planner, Now What?
Nathan Harness from Texas A&M and Kate Healy from TD Ameritrade Institutional join us at this year’s NexGen Gathering. Together, they explore a wide range of topics about the next generation of financial planners, and how they plug into the financial planning profession’s landscape.
Y
You're a Financial Planner, Now What?
1 Changing Careers and Finding Financial Planning Success 36:41
36:41 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب36:41
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبValerie Adelman is a career changer at heart. In this episode, she guides fellow career changers through how to navigate the switch to financial planning. She walks us through her experience with prospecting, networking, growing two different financial service businesses, and how to leverage your past experiences to succeed in the financial planning profession.…
Y
You're a Financial Planner, Now What?
When Shawn Tydlaska founded Ballast Point Financial Planning, he didn’t have plans of expanding and having to hire. However, as his business grew, it quickly became apparent that he needed help! In this episode, Shawn and his associate planner, Liz Plot, discuss hiring and getting hired at a small financial planning practice.…
Y
You're a Financial Planner, Now What?
1 Showing Up: The Key for Successful Hires and Accomplished Careers 46:12
46:12 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب46:12
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn this episode, Autumn and Jude go over their own experience with the hiring process, and how other advisors can successfully grow their teams in their own practices. They cover the tips and tricks that made their working relationship successful from the get-go, and the mistakes that many advisors fall into when hiring that can hurt the career progression of their new hire as well as the success of their firm.…
Y
You're a Financial Planner, Now What?
1 A Mindset for Career and Succession Planning Success 47:44
47:44 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب47:44
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبDebbie Grose, CFP®, Chief Operating Officer of Lake Tahoe Wealth Management, is a dynamic woman in the world of financial planning. She’s passionate about mentorship, and has often led the charge when it comes to guiding new planners through successful careers. In this episode, Debbie is going over how her experience with succession planning went, what she would have done differently, and how new planners can start conversations around ownership in their own firm.…
Y
You're a Financial Planner, Now What?
Vanessa Oligino, the Director of RIA Practice Management at TD Ameritrade challenges new planners with succession planning research. She challenges them to really consider what is best for them personally and critically evaluate whether or a firm is one you should buy into. Knowing what’s most important to you as well as what your non-negotiables would be related to firm ownership are critical to identify before considering potential succession opportunities.…
Y
You're a Financial Planner, Now What?
1 The Story of a Merger: Combined Forces and the Future of a Firm 50:52
50:52 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب50:52
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn this episode, you’ll hear about what spurred Jean and Eric Mote to pursue a merger and build out a succession plan with fellow advisor Quinn Arnold, and how these three advisors combined their practices while still providing exceptional client servi...
Y
You're a Financial Planner, Now What?
1 Reimagining Mentorship and Financial Planning 42:01
42:01 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب42:01
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn this episode, Kayla Kennelly shares her experience launching a reverse mentoring program, adopting schools to teach financial literacy, and joining an innovative business model to challenge the way financial planning is being delivered to the masses!
Y
You're a Financial Planner, Now What?
1 To Integrate and Flourish in a Financial Planning Firm 41:17
41:17 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب41:17
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn this conversation, Kathy Longo and Michele Lenz each bring an incredibly unique perspective to #YAFPNW listeners. This is a fantastic episode for anyone interested in building a career path, who wants to scale a firm,
Y
You're a Financial Planner, Now What?
Yusuf Abugideiri, CFP®, is a Partner and Senior Financial Planner at Yeske Buie®. In this episode, he explores his own career growth, how he has both managed up, and managed employees, and how he’s grown as a financial planner through intentional mento...
Y
You're a Financial Planner, Now What?
1 Operations and You: Leadership, Culture, and Careers 46:11
46:11 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب46:11
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبJarrod Upton joins Hannah Moore to discuss his passion for operations within the financial planning profession. From his previous experience, and current role as an operations consultant, Jarrod dives deep into what new planners need to know about oper...
Y
You're a Financial Planner, Now What?
1 Career Paths in Banking: From Teller to Financial Planner 43:32
43:32 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب43:32
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn this episode, Suzie Eyrich, CFP®, is shares her experiences at both an RIA and a bank that leads with financial planning. She also shows us how to grow your experience as a new planner and the best ways to confidently (and respectfully) advocate for...
Y
You're a Financial Planner, Now What?
As the founder of Simply Paraplanner, Alex Hopkin, AFC®, CFP®, has created a home for paraplanners and financial planning firms to connect. Simply Paraplanner offers a space for paraplanners to grow their skillsets and find virtual work,
Y
You're a Financial Planner, Now What?
1 Insights from Paraplanners About the Financial Planning Profession 58:20
58:20 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب58:20
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn this round table, our group of four paraplanners share their insights and what they have learned about financial planning having worked with multiple different firms. Don’t miss their fantastic insights into financial planning firms!
Y
You're a Financial Planner, Now What?
1 Growing a Practice with Project and Hourly Planning 53:11
53:11 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب53:11
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIf you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practice, or wondered how a national, virtual team works together to serve clients on hourly and project-based financial planning cases - t...
Y
You're a Financial Planner, Now What?
1 Exploring Career Paths and A Better Way to Manage 39:06
39:06 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب39:06
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبBrent Beene, CFP®, MS and Matt Masterson, CFP®, CPWA®, are both wealth advisors at Regent Atlantic - a financial planning practice in New York. Whether you’re a new planner who is looking to learn more about how to find a firm with cultivated career tr...
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.
Daily Deals
مشابه لـYou're a Financial Planner, Now What?
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
11k278
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Player FM - تطبيق بودكاست
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
))
