Growing A Firm:
Growing a firm takes grit. You’ll be in the weeds working on your firm’s processes, marketing, sales, operations, and more. Luckily, you have the #YAFPNW podcast in your financial planning toolbox! These episodes will walk you through a wide range of business topics – all of which will help you successfully run and grow your firm.
In this episode, Autumn and Jude go over their own experience with the hiring process, and how other advisors can successfully grow their teams in their own practices. They cover the tips and tricks that made their working relationship successful from the get-go, and the mistakes that many advisors fall into when hiring that can hurt the career progression of their new hire as well as the success of their firm.
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!
Eddie Kramer, CFP®, works with Abacus Planning Group to build out their team and encourage everyone to bring their best self to work. He firmly believes that large financial planning firms aren’t dependent on a few rainmakers, or a handful of heroes who bring in business. Instead, he focuses on celebrating every member of the team who each contributes their own unique skill set to their firm’s growth.
Ashley Murphy, CFP®, is a financial planner who works with Australian expats. He’s built his business on one key idea: working with expatriates from Australia isn’t just a “niche” – it’s a specialization.
This episode is a must-listen to for financial planners who relate to Larry’s statement that the current model of wealth management is outdated. Larry tackles how to adopt revolutionary planning practices for your business, and where you can connect with like-minded advisors who all want to grow and make this profession the best it can be.
Breanna believes in being yourself, and owning your knowledge and expertise as a business owner. She has so many fantastic insights on showing up, moving through difficult business decisions, and growing the practice you’ve always dreamed about.
In this episode Jonathon Cameron and Glenn Downing of Cameron-Downing show us how they are living their lives in “beta.” They believe this phrase means always being willing to grow, improve, and learn – never the “final” version of themselves as business owners or financial planners.
This panel through TD Ameritrade Institutional with Charesse J Hagan, Kelli Cruz, and Heather Fortner offers fascinating insight on how non-advisor roles in the financial planning profession are evolving – and why they’re important.
Patrick Brewer, CFA, CPA, founder of SurePath Wealth Management and Brewer Consulting, has found his passion in helping other planners learn to market themselves. Patrick helps other planners to find their voice, connect with their ideal clients, and advocating for young planners who are ready to make a name for themselves.