Technology is undoubtedly an ongoing challenge for financial planners. In this episode, we look at how to audit technology, how to continue your training, and what advisors can expect for the future of tech.

When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!

In this episode we go over how to incorporate positive psychology into your planning with Dr. Martin Seay. Learning how to incorporate positive psychology into you practice can help to improve your planning, communication,

This week on the #YAFPNW podcast we re-air Caleb Brown's interview about how new planners can launch their career! Because Caleb has experience in the financial planning world, he understands what the new planners are going through when job hunting.

This week Matt Fizell joins us from Middleton, Wisconsin. Matt is only a few years into the profession and working with a CFP® there in Wisconsin. Together, we walk through Matt’s career decisions, and how he sees his path as a financial planner unfold...

This week on the #YAFPNW podcast, Hannah Moore speaks at Texas A&M University about how new financial planners can overcome obstacles and take charge of their careers.

Part two of our #YAFPNW series with Leighann Miko delves into what it’s like to launch your own RIA and how to ride the roller coaster of entrepreneurship.

Leighann Miko launched her firm, Equalis Financial, about a year ago. Since then, she’s had tremendous success. Leighann has been named one of Investment News’s 40 Under 40, and works to promote diversity within the financial planning industry through ...

We had so much fun sitting down with Kali Hawlk of Creative Advisor Marketing at FINCON17. This week she shares with us how to talk marketing, hiring a writer, and how to evaluate whether your marketing strategy works for you!

This week on #YAFPNW we chat with Amy Irvine on about approaching your target market, how to have meaningful conversations with your clients (even when it’s uncomfortable), and more.