Susan John's guest appearances

Susan John

Financial Advisor Success

The Capitol Pressroom

Certificant Connections

Talk Rehab

Pallavi Group of Schools

Jason Zweig

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Mel Robbins

Sheryl Garrett

Josh Brown

Dan Egan

OwlTail

Ms Susan John HM - Pallavi model school Alwal - speaks on Mental health

Ms Susan John HM - Pallavi model school Alwal - speaks on Mental health

Susan John is the managing director and financial advisor for F.L. Putnam, an independent RIA that manages nearly $2 billion of assets under management. After 25 years of building her own independent financial planning firm from scratch, Susan decided to join F.L. Putnam for part of her succession—but not her retirement. Today she joins the show to discuss why she made that transition and how she has developed her financial planning process over the past three decades.  Listen in as Susan explains her process and why she charges a full upfront fee to do financial planning “snapshots” for every client before even taking them on as an ongoing client. You’ll learn what she does for retired clients, how she expanded ownership of her firm, and how she grew her financial advisory firm to $350 million. For show notes and more visit: https://www.kitces.com/149

Susan John is the managing director and financial advisor for F.L. Putnam, an independent RIA that manages nearly $2 billion of assets under management. After 25 years of building her own independent financial planning firm from scratch, Susan decided to join F.L. Putnam for part of her succession—but not her retirement. Today she joins the show to discuss why she made that transition and how she has developed her financial planning process over the past three decades. Listen in as Susan explains her process and why she charges a full upfront fee to do financial planning “snapshots” for every client before even taking them on as an ongoing client. You’ll learn what she does for retired clients, how she expanded ownership of her firm, and how she grew her financial advisory firm to $350 million. For show notes and more visit: <a href="https://www.kitces.com/149" rel="nofollow" target="_blank">https://www.kitces.com/149</a>

Ep 149: Managing Capacity And Ensuring Continuity For Clients By Selling Without Retiring with Susan John

John 2019

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.   Today’s episode is about big-picture issues that the CFP Board is looking at, as well as client psychology, CFP Board’s wide variety of programs and plans for the future and the upcoming Board meeting.   Key Takeaways [:20] Dan Drummond welcomes co-host Kevin Keller and Susan John, CFP Board’s 2019 chair. [1:00] Kevin and Susan share their reactions and thoughts on the future following the two-day seminar about client psychology they just participated in. [3:50] After her first trimester as Chair of CFP Board, Susan is still as surprised by the variety and breadth of actions, initiatives, and programs undertaken by the teams. [6:00] The upcoming Board meeting will dive deeply into the current state of financial services to get a better understanding of the CFP Board’s positioning and it’s future opportunities. [7:05] Kevin asks Susan to talk a bit about what her job as Chair entails and how she chooses to approach the challenge. [8:15] What do the subscription-based business models appearing and overall competition mean for the future of CFP Board? [10:32] What is the CERTIFIED FINANCIAL PLANNER™ missing to be recognized as a profession? [11:10] Susan talks about what the last 50 years have meant for the profession and what the future is looking like. [12:20] Kevin invites listeners to keep their ear to the ground for a Chicago event on December 12th. [13:00] The academic colloquium has to be one of Susan’s favorite initiatives since it moved the CFPs away from “rules of thumb” into a more professional practice. [14:32] Believe it or not, there’s a shortage in the way of next-generation CFP® professionals. [15:00] With the upcoming Code and Standard effective date — October 1st — how do Susan and the Board anticipate things unfolding? [17:50] Kevin and Dan thank Susan for coming on the podcast and invite listeners to go to Cfp.net/code for additional resources.   Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.   To submit questions, email us at podcast@cfpboard.org.   If you enjoyed the show, we hope you visit  Apple Podcasts,  Spotify,  Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.   Join us next time for another edition of Certificant Connections.   Mentioned in this episode  Dr. Carolyn McClanahan  Schwab subscription-based services  XY planning network subscription-based services   Bios  Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).    Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board).    Susan John, CFP, is Chair of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning. Today’s episode is about big-picture issues that the CFP Board is looking at, as well as client psychology, CFP Board’s wide variety of programs and plans for the future and the upcoming Board meeting. Key Takeaways [:20] Dan Drummond welcomes co-host Kevin Keller and Susan John, CFP Board’s 2019 chair. [1:00] Kevin and Susan share their reactions and thoughts on the future following the two-day seminar about client psychology they just participated in. [3:50] After her first trimester as Chair of CFP Board, Susan is still as surprised by the variety and breadth of actions, initiatives, and programs undertaken by the teams. [6:00] The upcoming Board meeting will dive deeply into the current state of financial services to get a better understanding of the CFP Board’s positioning and it’s future opportunities. [7:05] Kevin asks Susan to talk a bit about what her job as Chair entails and how she chooses to approach the challenge. [8:15] What do the subscription-based business models appearing and overall competition mean for the future of CFP Board? [10:32] What is the CERTIFIED FINANCIAL PLANNER™ missing to be recognized as a profession? [11:10] Susan talks about what the last 50 years have meant for the profession and what the future is looking like. [12:20] Kevin invites listeners to keep their ear to the ground for a Chicago event on December 12th. [13:00] The academic colloquium has to be one of Susan’s favorite initiatives since it moved the CFPs away from “rules of thumb” into a more professional practice. [14:32] Believe it or not, there’s a shortage in the way of next-generation CFP® professionals. [15:00] With the upcoming Code and Standard effective date — October 1st — how do Susan and the Board anticipate things unfolding? [17:50] Kevin and Dan thank Susan for coming on the podcast and invite listeners to go to <a href="http://www.cfp.net/code" rel="nofollow" target="_blank">Cfp.net/code</a> for additional resources. Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our <a href="https://www.cfp.net/" rel="nofollow" target="_blank">website</a> and check out our <a href="http://www.letsmakeaplan.org/" rel="nofollow" target="_blank">blog</a>. To submit questions, email us at <a href="mailto:podcast@cfpboard.org">podcast@cfpboard.org</a>. If you enjoyed the show, we hope you visit <a href="https://itunes.apple.com/us/podcast/certificant-connections/id1453918373?mt=2" rel="nofollow" target="_blank"> Apple Podcasts</a>, <a href="https://open.spotify.com/show/2nyoJdpjfXWm1CrThjljmZ" rel="nofollow" target="_blank"> Spotify</a>, <a href="https://www.stitcher.com/podcast/ashlyn/certificant-connections" rel="nofollow" target="_blank"> Stitcher</a> or wherever you listen to your podcasts to subscribe, rate and leave us a quick review. Join us next time for another edition of Certificant Connections. Mentioned in this episode <a href="https://www.lifeplanningpartners.com/about-us/who-we-are/" rel="nofollow" target="_blank"> Dr. Carolyn McClanahan</a> <a href="https://www.schwab.com/public/schwab/investment_advice/intelligent_advisory" rel="nofollow" target="_blank"> Schwab subscription-based services</a> <a href="https://www.xyplanningnetwork.com/advisor/" rel="nofollow" target="_blank"> XY planning network subscription-based services</a> Bios <a href="https://www.cfp.net/about-cfp-board/staff/staff-details/dan-drummond" rel="nofollow" target="_blank"> Dan Drummond</a> is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board). <a href="https://www.cfp.net/about-cfp-board/staff/staff-details/kevin-keller-cae" rel="nofollow" target="_blank"> Kevin R. Keller</a> is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board). <a href="https://www.cfp.net/news-events/latest-news/2019/01/08/susan-john-cfp-leads-cfp-board-s-board-of-directors" rel="nofollow" target="_blank"> Susan John</a>, CFP, is Chair of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Episode 11: Susan John 2019 Chair of CFP Board talks about upcoming dates and events.