In this week’s Voices of FPA episode, we had the pleasure of hearing from so many wonderful planners attending the 2017 FPA Annual Conference in Nashville, Tennessee. Hearing their stories, asking their advice,

This week we had the pleasure of sitting down with Ben Granjé, a behavioral psychologist. Ben has worked for Morningstar in the past, and is now the managing director at Beconomics, a consulting firm in Belgium.

Today we are incredibly excited to have Dr. Dave Yeske, CFP® back with us on #YAFPNW.  He is one of the giants in our profession and was recently selected as the 2017 P. Kemp Fain, Jr., Award recipient. The P. Kemp Fain, Jr.,

In this week’s #YAFPNW we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike. We sit in with Yusuf Abugideiri, Russel Kroeger, Lisa Kirchenbauer,

Eric Roberge, owner and founder of Beyond Your Hammock, had a long journey in the financial planning profession. He shares his story and how he doesn’t regret testing out several different roles before finding the one that fit his lifestyle best.

In this week’s episode we get to talk with Blair duQuesnay, CFA, CFP®,  who has transitioned several times in her career. Blair highlights the wealth of opportunity that is in financial planning, whether you are interested in being a Chief Investment O...

Amy Hubble stumbled into financial planning accidentally – and she’s never looked back. In this episode, Amy shares how she got started in financial planning as a trust officer, and what her path to founding her own RIA looked like.

Casey Kupper, CFP®  and Hannah Moore, CFP® are back with another in-person FPA DFW #YAFPNW series session recording. This time they discuss The Future of Financial Planning. Be sure to join us for the next You’re a Financial Planner, Now What?

We are excited to have Bill, Katie, and Dave back to continue our conversation we started in last week’s episode. This week we discuss what we learned starting over at a new firm and even starting out on our own.

Today’s episode is one of the most important topics we’ve had on the podcast. I hear stories all the time from planners about mistakes they’ve made when they’ve left their firm that have huge negative impacts on their career.