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.

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, he shares his passion for increasing access to financial planning, the importance of finding your niche as a CFP® professional, and how we can work together to redefine wealth management.