Ranked #1
What is Financial Planning?
What is Financial Planning?
We are excited to have Elissa Buie join us to discuss what is financial planning. She owns one-half of the Yeske Buie fi... Read more
20 Jan 2017
•
42mins
Ranked #2
Reinventing Wealth Management
Reinventing Wealth Management
This episode is a must-listen to for financial planners who relate to Larry’s statement that the current model of wealth... Read more
4 Dec 2018
•
39mins
Similar Podcasts
New Planner Podcast
Elementality for Financial Advisors | Elements of Financial Planning System™
Ranked #3
Tools to Help Facilitate Financial Health
Tools to Help Facilitate Financial Health
Dr. Brad Klontz and Derek Lawson have worked together to integrate behavioral finance, financial therapy, and financial ... Read more
24 Apr 2018
•
1hr 4mins
Ranked #4
Finding Your Fit in the Financial Planning Profession
Finding Your Fit in the Financial Planning Profession
Eric Roberge, owner and founder of Beyond Your Hammock, had a long journey in the financial planning profession. He shar... Read more
19 Sep 2017
•
Most Popular Podcasts
The Joe Rogan Experience
TED Talks Daily
The Tim Ferriss Show
The Daily
Stuff You Should Know
Oprah's SuperSoul Conversations
Armchair Expert with Dax Shepard
Ranked #5
Demystifying the Financial Planning Profession
Demystifying the Financial Planning Profession
There are many technical terms flying around in the financial planning profession. This week, we’re decoding these techn... Read more
26 Jun 2018
•
54mins
Ranked #6
From New Planner to Partner-Eligible in 5 Years
From New Planner to Partner-Eligible in 5 Years
Bryan Hasling, CFP ®, is passionate about building a network of financial planners who lift one another up. He’s focused... Read more
27 Nov 2018
•
57mins
Ranked #7
A Wealth of Opportunity
A Wealth of Opportunity
In this week’s episode we get to talk with Blair duQuesnay, CFA, CFP®, who has transitioned several times in her career... Read more
12 Sep 2017
•
51mins
Ranked #8
Insights from Paraplanners About the Financial Planning Profession
Insights from Paraplanners About the Financial Planning Profession
In this round table, our group of four paraplanners share their insights and what they have learned about financial plan... Read more
12 Mar 2019
•
58mins
Ranked #9
What We Wish We Knew Before Starting Over
What We Wish We Knew Before Starting Over
We are excited to have Bill, Katie, and Dave back to continue our conversation we started in last week’s episode. This w... Read more
22 Aug 2017
•
1hr 2mins
Ranked #10
Growing a Practice with Project and Hourly Planning
Growing a Practice with Project and Hourly Planning
If you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practic... Read more
5 Mar 2019
•
53mins
Ranked #11
What We Wish We Knew Before We Left
What We Wish We Knew Before We Left
Today’s episode is one of the most important topics we’ve had on the podcast. I hear stories all the time from planners ... Read more
15 Aug 2017
•
29mins
Ranked #12
Why Financial Planning Is Needed Now More Than Ever
Why Financial Planning Is Needed Now More Than Ever
Trudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and pu... Read more
3 Dec 2019
•
1hr
Ranked #13
Bridging Research and Practice: Life Planning
Bridging Research and Practice: Life Planning
Amy Mullen, CFP® is Vice President at Money Quotient®, a non-profit focused on education and research. Money Quotient® p... Read more
5 Jun 2017
•
59mins
Ranked #14
FPA Journal in the Round: the Next Generation of Planners Shifting the Paradigm
FPA Journal in the Round: the Next Generation of Planners Shifting the Paradigm
In this week’s #YAFPNW we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial plan... Read more
26 Sep 2017
•
55mins
Ranked #15
Forming Partnerships, Starting Your Own Business, and Planning Mindfully
Forming Partnerships, Starting Your Own Business, and Planning Mindfully
Anne McCabe Triana, CFP®, CRPC®, has been in the financial services industry for over ten years. Her experience as a fin... Read more
17 Apr 2018
•
49mins
Ranked #16
The Business of Financial Planning – FPA DFW Seminar
The Business of Financial Planning – FPA DFW Seminar
We’re back with another in-person FPA DFW You’re a Financial Planner, Now What series session recording. In the June se... Read more
11 Jul 2017
•
Ranked #17
Disruption for a New Generation
Disruption for a New Generation
Brent Weiss, CFP®, ChFC®, is the Chief Evangelist and one of the founding members of Facet Wealth. During this episode, ... Read more
5 Nov 2019
•
42mins
Ranked #18
Reinventing the Firm of the Future
Reinventing the Firm of the Future
Today on the podcast Hannah interviews James Matthews, CFP®, the Managing Director of Blueprint, a next generation finan... Read more
10 Mar 2017
•
58mins
Ranked #19
Building Successful Practices and Careers Through Authentic Relationships
Building Successful Practices and Careers Through Authentic Relationships
Do you have a strategy for growing your practice based on human connections? Humans want to work with humans. That’s why... Read more
22 May 2018
•
1hr 9mins
Ranked #20
A Day in the Life of an Aspiring Financial Planner
A Day in the Life of an Aspiring Financial Planner
This week Matt Fizell joins us from Middleton, Wisconsin. Matt is only a few years into the profession and working with ... Read more
21 Nov 2017
•
