For this episode we have a treat. Dr. Dave Yeske, CFP® was kind enough to send us a recorded speech by one of the founders of our profession – P. Kemp Fain, Jr. P. Kemp Fain, Jr. gave this speech at Texas Tech almost thirty years ago and it will be our...

Dave Grant is an internationally known planner from the Chicago-land area and in this episode he helps us to respond to an e-mail from Kristen, a financial advisor and listener.  She shared with us her story and struggles with feeling lost in the indus...

In this episode, Rett Dean and Sean Kelleher share insights from their partnership at Riverchase Financial Planning. What does a picture from the Grand Canyon have to do with their partnership? Join us as we discuss everything from their approach to sh...

A FPA DFW Seminar

Ben Briggs, CPA, CFP® is a Senior Financial Planner at RGT Wealth Advisors. On this episode, Hannah continues the discussion of designations. Ben discusses his non-traditional route to financial planner by way of becoming a CPA first.

Sameer S. Somal, CFA, CFP® is a speaker, educator, and Chief Financial Officer with Blue Ocean Global Wealth and Blue Ocean Global Technology. On this episode, Sameer discusses the CFA designation, including the requirements, advantages,

Susan Bradley, CFP®, CeFT™ is the founder of the Sudden Money® Institute and author of Sudden Money: Managing a Financial Windfall. The Institute trains financial advisors and other professionals in Financial Transitions Planning,

In this podcast we continue our discussion about financial planning designations with Roger Whitney, CFP®, CIMA®, CPWA®, AIF®. Roger is a partner at WWK Wealth Advisors and publishes the Retirement Answer Man Blog and Podcast.

Confused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients. On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA.