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 practice, or wondered how a national, virtual team works together to serve clients on hourly and project-based financial planning cases – this episode is for you. Anna Sergunina, CFP®, covers a lot of ground, and every minute of this podcast is jam-packed with valuable information!

Exploring Career Paths and A Better Way to Manage

Exploring Career Paths and A Better Way to Manage

Brent Beene, CFP®, MS and Matt Masterson, CFP®, CPWA®, are both wealth advisors at Regent Atlantic – a financial planning practice in New York. Whether you’re a new planner who is looking to learn more about how to find a firm with cultivated career tracks, or you’re a firm owner who wants to implement a similar system in your own practice – this episode is a must-listen!

Managing Others Well

Managing Others Well

It can be challenging as a new financial planner to step into a managing role. In this #YAFPNW round table, we’re sitting down with four amazing financial planners to talk about what they’ve learned about being a manager within their financial planning practice.

Finding Financial Wellness as a Career Path

Finding Financial Wellness as a Career Path

Camille Bouvet’s story is perfect for anyone who has ever felt that the traditional career of an advisor doesn’t quite meet the type of client relationships they want to have, or the kind of financial guidance they want to be giving. If you’ve ever wondered about what it’s like to be a financial coach, or to focus on financial wellness – tune in now!

New Year, New Hosts

New Year, New Hosts

Today we’re introducing our three new #YAFPNW hosts! Ian Harvey, Alexandria Davis, and Matt Fizell, all bring unique perspectives to the table – and we’re thrilled to have them with us this year.

Redefining Expectations and Personal Brands

Redefining Expectations and Personal Brands

Finding a balance between work, growing a brand, and living a life you love is key for Brittney Castro, CFP®, and in this episode she encourages all planners to do the same. Brittney has some fantastic insights both on being a planner and on being a business owner – or just a busy professional looking to accomplish amazing things!