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!

Understanding Strengths & the Power of Niches

Understanding Strengths & the Power of Niches

Ready 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.

Determine Your Own Career Path

Determine Your Own Career Path

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.

Every Type Is Needed: Personality & Planning

Every Type Is Needed: Personality & Planning

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.

Maximizing Your Potential Within the Profession

Maximizing Your Potential Within the Profession

Preston 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.

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 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.

Embracing Your Story & Your Impact

Embracing Your Story & Your Impact

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.

The Quest for “Purpose First” Planning

The Quest for “Purpose First” Planning

Ian 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.

Charging What is Fair

Charging What is Fair

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.

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