Saundra Davis believes that financial coaching skills and financial planning go hand in hand. As a financial planner, you may be completely confident in the guidance you give to clients – but feel frustrated and lost time and again when they fail to fo...

Krista Sheets and Sarah Dale from FPA’s Coach’s Corner are here on this week’s episode of #YAFPNW to talk about how to combat a dysfunctional workplace and build a people-focused team.

This episode is brought to you by the many incredible voices of NexGen Gathering 2018 attendees. Ian Harvey, the FPA NexGen President, also joins us to share about the theme of NexGen Gathering and how we can together,

Patrick Brewer, CFA, CPA, founder of SurePath Wealth Management and Brewer Consulting, has found his passion in helping other planners learn to market themselves. Patrick helps other planners to find their voice, connect with their ideal clients,

There are many technical terms flying around in the financial planning profession. This week, we’re decoding these technical terms - and going over why new planners need to know them.

Stephanie Bogan thinks it’s time for a breakthrough. Through Educe Inc., Stephanie works with countless successful advisors on elevating their career, focusing on their personal fulfillment, and changing the way they approach financial planning.

In this week’s unique episode of #YAFPNW, Hannah Moore, CFP® steps into the hot seat and is interviewed by the one and only Rianka Dorsainvil, CFP®. Tune in to hear Hannah’s story, and to learn how she came to be so incredibly passionate about the fina...

Alex is a great example of what it means to step outside of your comfort zone, get involved and see the benefits of being involved within the financial planning profession. From networking, mentors, peers and finding job opportunities,

Join us for a story based podcast where we go back in time to the late 90s when the financial planning profession was abuzz with the possibility of something great (and at times unthinkable) that was about to happen.

Do you have a strategy for growing your practice based on human connections? Humans want to work with humans. That’s why Mike Byrnes promotes the idea of building a business growth strategy on a foundation of rock-solid relationships both with clients ...