Zebra Smash - Real Financial Planners | Real Conversations
Latest Episodes
Episode 45 - Philanthropy Planning with Patrick Briaud from Rockefeller Philanthropy Advisors - [CFP CE Credit Eligible]
How to build a client philanthropy plan
Episode 44 - 2018 NAPFA South Region Symposium Recap
Yet another installment in our conference recap series
Episode 42 - Financial Planning Unplugged (from Investments) with Holly Donaldson
Holly Donaldson, (formerly Holly Thomas), chose not to manage investments when she founded her practice over a decade ago. How did it work out? How do she serve clients who want investment help?
Episode 41 - Financial Planning and Senior Living, with Brad Breeding - [CFP CE Credit Eligible]
CCRCs vs Aging in place
Episode 38 - Extreme Remote Working
Guest Bethany Griffith has been serving clients and managing employees for her South Carolina firm while living in Germany! How is that even possible, and what has she learned in the process?
Episode 37 - Learning Never Stops: Studying After the CFP® Exam
A guide for new planners and the people who manage them
Episode 36 - 2017 FinCon Conference Review, with Chad Smith
Part of our ongoing conference review series