On today’s episode, we are sharing Scott Kahan’s story with you. Scott’s story is pretty incredible on several levels. Scott started his RIA 30 years ago when he was in his 20s, which also happened to be the same year he purchased his first computer.

On today’s episode we have Mike Mills who is 18 years into his financial planning career and started out on his own when he was in his mid-20s.  He has great insight for those who are starting their firm and shares his personal story of how experiencin...

Caleb Brown, MBA, CFP®, started his career working for a small RIA and volunteering for local financial planning groups.  Through that experience, he started New Planner Recruiting, which pairs financial planners with employers.

This week we have Brad Baldridge, the face and voice behind Taming the High Cost of College.  Brad has his own financial planning firm and shares his story on how he started out. He also shares with us about niching down into college planning and some ...

We are back and today’s guest is Katie Brewer, CFP®. She started Your Richest Life as a Fee-Only financial advisory firm to provide “honest and independent” financial advice to X and Y Gen clients. Katie is an proud member of the XY Planning Network,

This week we continue our discussion with firm owners to help young planners navigate their career paths. Our guest started his own financial planning firm and sold it, all well before his 40s. He is a XY Planning Network co-founder and champion of fee...

This week’s guest is Thomas E. Murphy, CFP®, AIF®, the Chief Executive Officer at Murphy & Sylvest. He has kindly shared with us his insight into the financial aspects of running a firm and what young planners need to know from his perspective.

Welcome back to another episode of You’re A Financial Planner; Now What? I recently gave a presentation titled “Blogging for Financial Advisors” to the Dallas FPA NexGen group and we are excited to share that with you.

For this episode, we take you inside the 2016 FPA Retreat to share a great conversation on Moving the Profession Forward through Young Advisors. This conversation touches on examples of how young planners have been successful,