Alex Armstrong, CFP® is the founder and chairman of Armstrong, Fleming & Moore, Inc. She sits on the board of the Foundation for Financial Planning and is the very first recipient of their Lifetime Achievement Award. Jon Dauphine,

On this episode, Marguerita Chang, CFP® talks about how she’s built a business and reputation in the profession by embracing her story and what makes her different. She shares her background and what led her to financial planning,

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,

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,

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,

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 ...

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,

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,

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,