You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Latest Episodes

Creating a Personal Financial Planning Brand With Content
July 14, 2020

What does content have to do with being a financial planner? How can it help a new financial planner make their mark? According to Justin Castelli, CFP®, founder and owner of RLS Wealth Management, blogger, and podcast host,

Connecting With Your Audience as a Financial Planning Professional
July 07, 2020

What does it take to be a successful new planner? Finding your audience and connecting with them is part of it. Haley Rosa from PR firm Gregory FCA talks with Hannah about developing your personal brand and media strategy in our latest episode of YAFPNW.

Giving Back Panel
June 30, 2020

Hannah Moore, CFP®, hosts a “giving back” panel with Kurt Kaczor, Director of Pro Bono at FPA; Robinson Crawford, CFP®; Alex Wilson, CFP®, FPA of GA NexGen Director; and Kyle Eaton, CFP®. They discuss how they got involved in pro bono work,