You're a Financial Planner, Now What? Podcast
1) The Fast-Track to Partnership
Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the uniq...Show More
2) Financial Planning for Streamers
Galen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances (https://buffyourfinances.com/), a financial planning firm tailored toward millennials with a focus on Twitch strea...Show More
3) Get Ready to Be Uncomfortable: Mastering the Growth Mindset
Stephanie Bogan is a high-performance business coach at Limitless Advisor Coaching, where she helps advisors, leaders, and founders align their career with their ideal lifestyle. She spoke with Hannah...Show More
4) Crypto and Blockchain in the Profession
Scott McKenna is the Vice President of Osprey Funds (https://ospreyfunds.io/), a digital asset investment firm that offers secure, cost-effective access to select crypto. In this new episode of YAFPNW...Show More
5) Serving Younger Clientele with Project-Based Planning
Justin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning (https://assistfp.com/), a firm that caters to millennials and fitness entrepreneurs. In the latest episode o...Show More
6) 5 Tools to Break Down Behavioral Blocks
Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coach...Show More
7) Flexing Your CFP®: Roles in Fintech and RIA Development
Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Al...Show More
8) Understanding Your Strengths in a Changing Investment Landscape
Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his pass...Show More
9) Changing Communities Through Financial Planning & Entrepreneurship
Tremaine Wills is the Chief Operating Officer of Mind Over Money, an RIA firm. Tremaine and Hannah Moore, CFP®, discuss how she discovered financial planning, the challenges of being an entrepreneur, ...Show More
10) You Don’t Have to Compromise Who You Are
Mariana Llamas, AIF®, is an associate planner at Xena Financial Planning, where she helps young professionals manage their money and life on their own terms. With Hannah Moore, CFP®, she talks about w...Show More