Deborah Fox, the CEO of Fox College Funding and the Fox Financial Planning Network joins us to share the importance of processes and how it can impact you, whether you are in a firm or have your own firm. Deborah’s approach allows you to work on your b...

Kirsten Ismail, Vice President of The Taylor Group, joins us for an interview where she discusses the challenges of being a career changer and entering the profession as a woman. She attributes much of her success to her study group thanks to the diver...

“Sales” is viewed as a dirty word, but Glenn Mattson wants to change that. Glenn has been a coach for financial advisors for many years and shares his experience in working with advisors. So much of the time, advisors, especially young advisors,

  Congratulations to those who passed the CFP Exam! The hours upon hours of studying after your 9-5 job, the constantly saying no to friends and family, the mind-numbing stress that comes when you think “what if I don’t pass?” – it has been w

Sophia Bera joins us today to share her story on becoming the financial planner for millennials.  Sophia saw the need to bring financial planning to her generation and was one of the first to create her own firm to do so.

I am excited to have Dr. Dave Yeske on today’s podcast! Dave is the current Practioner Editor of the Journal of Financial Planning, past President of the national Financial Planning Association and runs Yeske Buie,

Ed Gjertsen II joins us for an in-depth look at the new fiduciary rule and provides crucial insight the upcoming changes to our profession. Ed is currently the Chairman of Financial Planning Association and has been working on the fiduciary ruling both...

So often when I hear people talk about financial planning careers, they assume you want to be a lead advisor. Today we have Dennis Moore, who shares his career progression and how he transitioned from a financial planner track to an operations track wi...

Today we have another recorded #YAFPNW meetup with Lynn McIntire from Cadent Capital. Our topic this meeting was Networking. Networking is one of the most advantageous skills to learn, both from a personal and professional standpoint.