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You're a Financial Planner, Now What?
35 minutes | Jul 20, 2021
Serving a Special Niche in Special Needs
Matthew Ricks, MBA, CFP®, is the founder of Haystack Financial Planning, a firm that serves people with disabilities and special needs. Matthew spoke with Matt Fizell, CFP®, about how he took control of his career, started his own firm, and niched down in an area where his interests and experience met with great demand.
39 minutes | Jul 13, 2021
Being an Awesome Manager
Maddi Napier, CFP®, MBA, FSRI, QKA, knows how hard it is for many of us to hone our leadership skills. Hannah Moore, CFP®, sat down with Maddi to find out where she gets her confidence in managing people, what makes a great leader, and how the rest of us can be more comfortable and effective when we’re at the helm.
42 minutes | Jul 6, 2021
Showing Up for Your Community
Pam Capalad, CFP®, AFC®, is the founder and CEO of Brunch and Budget, a virtual financial planning firm. At Budget and Brunch, Pam provides affordable, high quality financial advice and works to break down financial barriers for people of color. She spoke with Hannah Moore, CFP®, about how her team provided powerful outreach during the COVID pandemic, and how showing up and paying attention can help change lives and right wrongs in the financial system.
48 minutes | Jun 29, 2021
Subscription Fees: The Opportunities and the Pitfalls
Subscription fees are intended to make financial planning more accessible to clients while creating more predictable and scalable income for a firm. But how do they play out in real life? To find out, Hannah Moore, CFP®, sat down with three planners from around the country who provide different types of subscription services through their firms.
48 minutes | Jun 22, 2021
The Essential Skills of Behavioral Finance
Brendan Frazier is the founder of Wired Planning and The Human Side of Money Podcast. He sat down with Hannah Moore, CFP®, to discuss the controversy around behavioral finance and the unavoidable role it plays in every client interaction. They also discuss how we can all develop better behavioral coaching skills for mutually satisfying client relationships.
36 minutes | Jun 15, 2021
Unsung Benefits of the Paraplanning Path
Jared Machen, CFP®, co-founded Brownlee Wealth Management after building a successful practice as a virtual paraplanner. He spoke with Matt Fizell, CFP®, about the surprising opportunities available on the paraplanning career path and how it gave him the breadth of knowledge to eventually open his own RIA with confidence.
47 minutes | Jun 8, 2021
Fintech vs. the Human Advisor
Natalie Taylor, CFP®, BFA™, runs an RIA and consults with fintech companies through her own business, Natalie Taylor Consulting. She spoke with Hannah Moore, CFP®, about what finance apps do better for the average customer, what human advisors provide that can’t be replaced, and what the profession can learn from fintech to make financial planning services more client-centric and impactful.
44 minutes | Jun 1, 2021
The Next Generation within a Firm
Succession planning within a firm is complicated, with a lot riding on it for both generations. To give us a glimpse into what makes or breaks a succession plan, Hannah Moore, CFP®, sat down with two young planners who are in the thick of it. Kevin Cassidy, CFP®, is the Next Gen director at FPA Houston and is in the midst of succession at Veritas Wealth Management. Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, is the founder of Ellevate, a financial planning firm for advisors that specializes in exit coaching. Together, Kevin and Brooklyn share what they’ve learned about the pitfalls that crop up and approaches that work when you’re taking the reins of an established company.
42 minutes | May 25, 2021
All Hands on Deck: Show Up to Help, No Matter What Your Role
Every new planner wants to move up quickly through the ranks, but it can be hard to do so when they don’t get the attention or experience they need. Matt Granksi, CFA®, is an example of what’s possible, though, rising from analyst to President at Miracle Mile Advisors before his 28th birthday. Up next, Matt tells Hannah Moore, CFP®, how he got noticed and how his approach to his career helped him solve problems for his clients and team. Find out what it took for Matt to grow his firm to a multi-billion dollar business by focusing on premium client service, innovative systems, and empowering NextGen talent.
35 minutes | May 18, 2021
When is Enough... Enough?
Jeremy Walter, CFP®, CKA®, is the founder of Fident Financial, where he specializes in value-led financial planning. He sat down with Matt Fizell, CFP®, to talk about how his family and Christian values led the way for his business. He shares how this unique business approach has allowed him to help people in a way that feels meaningful, without compromising on his faith or life.
54 minutes | May 11, 2021
Managing Your Career
Hannah Moore, CFP®, sat down with three up-and-coming planners who are growing their careers in different ways. Christopher Stroup, MBA, is a career changer who went from oilfield engineering to wealth advising at Abacus Wealth Partners. Kurtis Rohlf found financial planning after piloting several service industry start-ups, and Riley Saunders, CFP®, crafted his own role as an internal processes expert at Cassaday and Company. These three share how they explored new opportunities and leveraged their strengths to forge a career just for them.
49 minutes | May 4, 2021
Ask Me Anything
Hannah Moore, CFP®, is the owner of Guiding Wealth and an active force in the FPA’s work to educate, empower, and inspire new financial planners. Hannah spoke with Stephanie Trexler, CFP®, in an Ask Me Anything session at the FPA Michigan Student Success Summit. She shared the secret sauce behind FPA’s Virtual Externship Program and her excitement about the next generation of planners. You’ll also hear Hannah’s thoughts on the one indispensable skill she believes that up-and-coming financial professionals should cultivate for success.
40 minutes | Apr 27, 2021
Upheaval, Values, and Adaptability in the Profession
Marina Hernández, EA, CFP®, CEPA™, is the co-founder of Swiss American Wealth Advisors. She also works through The Crossborder Planner and Crossborder Academy to provide U.S. expats and immigrants with free financial education and planning. Marina spoke with Matt Fizell, CFP®, about forging your career path in an unpredictable world, and the interesting tax and financial planning needs of Americans living overseas. Hear more of Marina’s thoughts by listening to the episode — including how planners, firms, and the next generation can create meaningful diversity and inclusion in the profession.
43 minutes | Apr 20, 2021
Save Up, Show Up, and Don’t Give Up
Pamela Rodriguez, CFP®, is the founder of Fulfilled Finances. She spoke with Alexandria Davis about the fulfilling (and exhausting) journey of building a business while raising a baby and how a specialized university program paved the way for her firm. They also discuss what the profession can do better to support women and families.
37 minutes | Apr 13, 2021
Building Calluses & Growing into Entrepreneurship
Chad Chubb is a CFP®, CSLP®, and the lead advisor and founder of Wealth Keel. His firm specializes in simplifying the complex financial lives of Gen X and Gen Y physicians. Chad talked with Matt Fizell, CFP®, about starting his own firm at an astonishingly early point in his career, the privileges that made it possible, and his advice to young advisors wondering how to find their own path.
26 minutes | Apr 6, 2021
Women in the Conversation
Stephanie McCullough is the founder and CEO of Sofia Financial and co-host of the Take Back Retirement Podcast. She talked with Matt Fizell, CFP®, about building confidence in your work when you’re not a traditional advisor, what the financial planning conversation is lacking for women, and how to find and connect to the parts of the industry that excite you.
43 minutes | Mar 30, 2021
Disruption is Coming. Are You Ready?
Julia Carreon is a digital executive, helping finance companies adapt to tech innovation. She spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was inevitable, and how the profession can better prepare for the next generation of investors.
39 minutes | Mar 23, 2021
Know Thyself: The Path to Being a Better Advisor
Zaneilia Harris, CFP®, is the president of H&H Wealth Management and author of Finance 'and Stilettos: Money Matters for the Well-Heeled Woman. She speaks with Hannah Moore, CFP®, about inner and outer signals that have helped her find her way in her career, and her vision of the legacy she wants to leave.
33 minutes | Mar 16, 2021
Say What You Think
Ashby Daniels, CFP®, is a financial advisor and COO at Shorebridge Wealth Management. He is also the author of Medicare Simplified. In this episode, Ashby and Matt Fizell, CFP®, discuss the impact you can create on your business and your audience’s goals when you’re committed to creating genuinely helpful content.
50 minutes | Mar 9, 2021
Automation and Online Branding
Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI, is the founder of Modern Money Advisor. In this episode, Angela discusses her firm’s unique online service model and how they use automation to streamline everything. She also shares how self-acceptance has helped her thrive in every aspect of her business.
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