Actions Speak Louder than Words

Actions Speak Louder than Words

Less than 1% of financial advisors are both CFA Charterholders and Certified Financial Planners. Keith Beverly, managing partner and CIO of Grid 202 Partners, is part of that 1%. Tune in to this episode as Keith shares his professional journey, insight into his firm, and his initiative to support advisors entering the profession.

The 12 Tribes of Financial Planning

The 12 Tribes of Financial Planning

The financial planning profession is vast and deep. How can you find the right firm for you? This week on YAFPNW, we talked to a group of panelists about how understanding the unique cultures and traditions in each financial planning “tribe” will benefit your career search.

Building a Lifestyle Practice to Find Balance

Building a Lifestyle Practice to Find Balance

Could you take 100 days off a year and still meet your career and financial goals? Benjamin Brandt, CFP®, podcast host, and president/founder of Capital City Wealth Management, is living that dream. In this episode of YAFPNW, Benjamin discusses his successful podcast, marketing tactics, and how running a lifestyle practice works.

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.

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