Episodes and Updates for #YAFPNW

G2 and the Importance of Continuous Learning

Lauren Stansell of Yeske Buie gets interviewed by our guest host, Alexandria Cole. Lauren wasn’t sure she wanted to be in financial planning and just several years later is on track to be partner at her firm. Tune in to hear her story and learn how she has been instrumental in creating and growing their Resident Program, a three year training program for new financial planners.

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Defending the Fiduciary Standard

In the world of financial regulation, it’s easy for the voices of fiduciary financial planners to get drowned out. One of Skip Schweiss’s many jobs is to give financial planners the microphone, and raise awareness about the fiduciary movement both in Washington and in our public communication with consumers.

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Marriage, Money, and the Military

Andi Wrenn’s mission is to reach as many service members and their families as possible to help coach them through their finances to achieve their biggest life goals. More than that, she approaches each conversation with a mind to marriage and family counseling, which allows her to view financial coaching in a more comprehensive way.

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