You're a Financial Planner, Now What?

Podcast details

Technical and general information from the podcast's RSS feed.

Site

RSS

Apple

Recent rankings

Latest chart positions across Apple Podcasts and Spotify rankings.

Shared links between episodes and podcasts

Links found in episode descriptions and other podcasts that share them.

See all

https://www.sustainablethebook.com/
1 share
https://www.discovermypath.com/
1 share
https://berknell.com/
1 share

https://twitter.com/askjoshpatrick
1 share

RSS feed quality and score

Technical evaluation of the podcast's RSS feed quality and structure.

See all

Publication history

Monthly episode publishing history over the past years.

Latest published episodes

Recent episodes with titles, durations, and descriptions.

See all

The Fast-Track to Partnership

Thursday, December 30, 2021 • Duration

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.

Read moreCollapse

Financial Planning for Streamers

Tuesday, December 28, 2021 • Duration

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.

Read moreCollapse

Becoming a Trusted Resource in Medicare Planning

Tuesday, October 26, 2021 • Duration

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.

Read moreCollapse

Better Communication and the Future of Fintech

Tuesday, February 4, 2020 • Duration 44:09

What’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.

Read moreCollapse

Determine Your Own Career Path

Tuesday, January 28, 2020 • Duration 33:43

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.

Read moreCollapse

Every Type Is Needed: Personality & Planning

Tuesday, January 21, 2020 • Duration 28:26

Kevin 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.

Read moreCollapse

Making the Profession Worth Signing up For

Tuesday, January 14, 2020 • Duration 51:56

This 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.

Read moreCollapse

Changes Needed in the Profession (And How We Can Make Them)

Tuesday, January 7, 2020 • Duration 52:42

In 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.

Read moreCollapse

Inquiry, Regulation, & Massive Changes to Australia’s Financial Services

Tuesday, December 31, 2019 • Duration 54:02

Paul 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.

Read moreCollapse

NexGen Mini Talks: The Future of Financial Planning

Tuesday, December 24, 2019 • Duration 41:11

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.

Read moreCollapse

You're a Financial Planner, Now What? – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

You're a Financial Planner, Now What? – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other7

Twitter1

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Other7

Twitter1

Related Shows Based on Content Similarities