Matt Fizell, CFP®
Matt Fizell is a paraplanner with an appreciation for everyone’s unique story. He originally went to college with the intent of becoming an engineer. Matt soon realized, though, that his true passion rested in understanding finances and breaking down taboos around money. He finished his CFP® program at UW-Madison in 2015 and currently practices as a Certified Financial Planner™. Matt is actively involved in the paraplanning program at Southern Methodist University and has served multiple financial planners through his paraplanning firm.
As a host for You’re a Financial Planner, Now What? Matt loves diving into how people got where they are today. He also wants to capture their unique talents and interests, so new and younger planners can connect with the guests and learn something they can implement in their own life and work. On top of that, Matt’s goal is to help new and younger planners find their fit in the profession faster than he did. But most of all, he wants to educate and empower other planners so the financial planning profession, as a whole, can reach its full potential.
Diane Bourdo, CFP®, is the president of The Humphreys Group, a women-owned and women-operated wealth management firm. A proud feminist, as she states in her Twitter bio, Diane is passionate about the role of women in the profession, as well as the perception of women...
Are you a good listener? If your answer is “yes,” our latest guest on YAFPNW can help you become an even better one. Sandi Bragar, CFP®, discusses how deep listening and asking the right questions are some of the most important skills you’ll use in the profession.
What does it take to be a standout job candidate? Cooper Grady, CFP®, Director of Financial Planning at Apollon Wealth Management, had tons of practical advice to share with new planners navigating the hiring process.
FPA Fall Residency is a week-long program that takes place in Denver In this episode of YAFPNW, I caught up with my teammates from Residency to discuss our individual experiences and the big takeaways from the program.
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.
In this episode, Dan Yerger, MBA, CFP®, AIF®, CDFA®, talks about his extensive work in the financial planning profession, pro bono work, compensation calculations, and why he’s removing transactions from his fee model.
In this episode, we talk to Kara Beth Vance, CFP®, who works as an advisor at hourly planning firm, Timothy Financial Counsel, in Wheaton, IL. She shares in the ins and outs of the hourly financial planning model, as well as how it benefits the firm, the advisors, and of course the clients.
From his unconventional start in financial planning to his current “title” as the Student Loan & Craft Beer Nerd of Pittsburgh, Ryan Galiotto, CFP®, walks us through his story and shares the role that personal branding has played in his work and life.
This episode is perfect for financial planners who are working on improving their marketing strategy for their practice. Whether you love marketing, or you think it’s totally intimidating, Taylor Schulte, CFP®, has some fantastic tips for you!
When Shawn Tydlaska founded Ballast Point Financial Planning, he didn’t have plans of expanding and having to hire. However, as his business grew, it quickly became apparent that he needed help! In this episode, Shawn and his associate planner, Liz Plot, discuss hiring and getting hired at a small financial planning practice.
In this episode, you’ll hear about what spurred Jean and Eric Mote to pursue a merger and build out a succession plan with fellow advisor Quinn Arnold, and how these three advisors combined their practices while still providing exceptional client services.
In this conversation, Kathy Longo and Michele Lenz each bring an incredibly unique perspective to #YAFPNW listeners. This is a fantastic episode for anyone interested in building a career path, who wants to scale a firm, or who is interested in growing their career as a planner into a future firm partner.
As the founder of Simply Paraplanner, Alex Hopkin, AFC®, CFP®, has created a home for paraplanners and financial planning firms to connect. Simply Paraplanner offers a space for paraplanners to grow their skillsets and find virtual work, and a spot for financial planning practice owners to find a paraplanner that’s a perfect fit for their needs. Ready to learn more? Tune in now!
In this round table, our group of four paraplanners share their insights and what they have learned about financial planning having worked with multiple different firms. Don’t miss their fantastic insights into financial planning firms!
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.