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!
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!
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.
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!
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.
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!