Career Progression:

Are you on the path to growing your career as a financial planner? On the #YAFPNW podcast, we talk about developing a career path, developing your practice, and refining your practices. Don’t miss these episodes on progressing your financial planning career!

Internal Succession Plans and a Culture of Success

As more established planners plan for their own futures many young professionals are offered a succession plan as part of their career path. In this episode, Connor Koppa, CFP® walks #YAFPNW listeners through what it’s like to be part of a succession plan, what his ownership arrangement looks like at Focus Financial, and more.

Getting Honest About Community Within Our Profession

Alex is a great example of what it means to step outside of your comfort zone, get involved and see the benefits of being involved within the financial planning profession. From networking, mentors, peers and finding job opportunities, Alexandria has discovered new opportunities for herself and better ways to serve clients.

Supporting the Next Generation of Financial Planners

Kate Healy is a wonder woman whose life’s work has furthered the financial planning profession and served advisors in countless ways. It’s safe to say – she’s one of the leading voices in the world of finance, and she’s here to talk about advocating for new and diverse planners.

Telling Your Advisor Story

Adam Kornegay, of Pathfinder Strategic Solutions and one of the people behind FPA’s new Coaches Corner, wants to help advisors communicate their value and move past the financial “lingo” to tell their story and actually connect with their ideal clients.

Financial Life Planning

Stephen Brody, CFP®, believes that financial planning is about digging deeper to move beyond the numbers and help clients put forward the lives they want to live. Through intentional leadership, he’s built a financial life planning practice – and wants you to know that you can do the same.

Virtually Serving Planners

Charesse Hagan believes it’s time to challenge the narrative that the only career path within financial planning is working toward being a lead advisor. Through her experience as a paraplanner and operations consultant, she has learned first hand that there are countless exciting opportunities for people to find their fit within the financial planning community.

Career Paths and Building a Stronger Profession

Cheryl Holland discusses the foundation of her firm, Abacus Financial Planning – developing career paths and growing leadership skills in herself and her team members. She explores how new planners can define and follow a career path within their current firm to encourage growth.

Growing a Millennial-Focused Practice

When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!

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