FPA Activate

FPA Activate


Latest Episodes

The Financial Power of Philanthropy
November 12, 2019

Arlene Cogen, CFP®, is a philanthropic leadership consultant and author of Give to Live: Make a Charitable Gift You Never Imagined. During this episode, she shares how she made the transition into philanthropy,

Disruption for a New Generation
November 05, 2019

Brent Weiss, CFP®, ChFC®, is the Chief Evangelist and one of the founding members of Facet Wealth. During this episode, he shares his passion for increasing access to financial planning, the importance of finding your niche as a CFP® professional,

From Academia to Award-Winning CFP®
October 29, 2019

This week on YAFPNW, Tom L. Potts, Ph.D., CFP®, talks about how far the profession has come, peer learning, biases and the direction Dr. Potts sees the profession heading. Dr. Potts has played a vital role in the growth of the profession,

The Quest for “Purpose First” Planning
October 22, 2019

Ian Bloom, CFP®, is a nerdy financial planner and proud of it. In this episode, he talks about his path to financial planning, how he’s developed his own “niche” based on his interests, and the importance of sharing content with your audience from Day ...

How Practical Wisdom Helps Clients Navigate Uncertainty
October 15, 2019

Dayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She's also an employee development consultant and coach with a research focus on practical wisdom in the workplace. In this episode,

Charging What is Fair
October 08, 2019

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.

Charging Clients for Exactly What They Want
October 01, 2019

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,

Compensation Models: Which One is Right for You?
September 24, 2019

Whether you work for a firm, own your own, or are part of a succession plan, this compensation model discussion covers a lot of ground. The hosts talk about deciding on a fee model, how models guide your client base and business,

Banking, Insurance & Investments: Finding Your Role in the Profession
September 17, 2019

Marina Rodriguez, CFP®, shares her career path from banking and insurance to investments and back to banking. Her story reminds all of us that it doesn’t matter if your financial planning career is a straight path or a winding one — all roads lead to R...

Solving Today’s Problems and Building Trust for Tomorrow
September 10, 2019

Charles Adi is a financial advisor who owns and operates his own firm, Blueprint 360, in Houston, TX. In this conversation, Charles opens up about his background, the path that brought him to financial planning,