Challenging Assumptions & Researching Answers
In today’s episode Dr. Michael Kothakota joins Hannah Moore to discuss Michael’s previous military career and background that led him to become a plan...
You're A Financial Planner; Now What?
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About
Hannah, Ian, Alexandria, and Matt explore weekly topics to fast track your career. From designations to business models to support your clients, we are on a mission to share insights from across the profession of Financial Planning.
How to Thrive in a Mid-Career Transition
Danika Waddell, CFP®, RLP®, CSLP®, is a career-changer who went from accounting to founding her own firm. She sat down with Hannah Moore, CFP®, to tal...
Three Reasons Why You Should Embrace Philanthropic Solutions
Ed Rodbro, CAP®, is the senior advisor in charge of charitable estate planning at the American Heart Association. He helps wealth advisors, estate pla...
Forty Years of Perspective on the Profession
Mike Harris, MPASSM, CFP®, CRPC®, is the chair of retirement studies and a professor at the College for Financial Planning. He’s been in the professio...
Support Roles, Broker-Dealers, and Other Opportunities to Love Your Career
Jasen Wallace, CFP® is a financial planner at Weinheimer Wealth Management and the Career Development Director for the FPA chapter in Austin. He sat d...
Empathy, Education, and Automation for the Win
Spenser Liszt, CFP®, is a financial planner at Paradigm Advisors. These days, he helps young families make informed decisions about their money. His j...
Bridging the Gap: Partnering Effectively with Your Client’s Tax Planner
Steven Jarvis, CPA, is the co-founder, CEO, and head CPA at Retirement Tax Services. He also hosts their podcast, where he aims to bridge the gap betw...
Leveling Up in Behavioral Finance: 3 Strategies from a Clinical Psychologist
Joy Lere, Psy.D., is a clinical psychologist and a co-founder of Shaping Wealth, a learning platform that helps advising professionals and corporate o...
Engineering Serendipity with Mentorship in Small Firms
CJ Miller, CFP®, RMA®, is a financial planner at Sensible Money LLC and a board member of the Greater Phoenix chapter of the FPA. He sat down with Mat...
Bet on Yourself: Build a Brand, Own Your Career
Thomas Kopelman is the founder of The Long Game blog and podcast, and a financial advisor at RLS Wealth. Named one of Business Insider’s Top 23 Financ...