Are you ready to have significant success in your financial planning career? At #YAFPNW, we want to help you get there! These episodes of the podcast will help guide you toward success, learn how to approach situations wisely and with confidence, and grow as a financial planner.
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.
How can we better the profession through fintech without losing our human selves in the process? This week we talk to Jason Wenk, founder and CEO of digital brokerage platform Altruist, about doing just that.
What’s the secret to a great financial advisor and client relationship? Like any other relationship, it’s communication. Learn how Sean Brown’s company, YCharts, is helping financial advisors discover that.
This episode features Mark Tibergien, Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing. In this episode, we chat about career paths in financial planning, how we can elevate the profession, and the importance of reverse mentoring. Mark also shares insightful information on making the most of your career as a NexGen planner.
In this episode, we were lucky enough to host financial management consultant Tyrone Ross, Jr. He talks about the current state of the profession in terms of diversity and education, as well as the changes we can make for a successful future.
Paul Greenwood is an experienced Licensed Financial Adviser and a registered Tax Financial Adviser. In this episode, he shares the impact that a royal inquiry is having on the financial services industry in Australia, and what all of us can learn from it.
In this episode, recorded at the FPA Annual Conference, we talked to Brent Weiss, CFP®, Kayla Kennelly, CFP®, Bryan Hasling, CFP®, Dan Yerger, CFP®, and Christine Sjolin, CFP®, about their take on the profession, the challenges it faces, and what needs to happen to prepare future generations for success.
Trudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and public accounting. Here, she shared her insights on careers within the profession, the impact of diversity inclusion, where she sees the profession going, and her mantras for success.
Alex Armstrong, CFP® is the founder and chairman of Armstrong, Fleming & Moore, Inc. She sits on the board of the Foundation for Financial Planning and is the very first recipient of their Lifetime Achievement Award. Jon Dauphine, CEO of the Foundation for Financial Planning, also joined us for this discussion on pro bono planning.
On this episode, Marguerita Chang, CFP® talks about how she’s built a business and reputation in the profession by embracing her story and what makes her different. She shares her background and what led her to financial planning, as well as how to give back within the profession and thank those who’ve come before us.