The Psychology of Risk Tolerance & The Three Sides of Risk
How much does psychology impact money and investing? Quite a bit, actually. Matt sat down with...
36:31
Sourcing, Closing, and Servicing: A New Compensation Model
Zacc Call, CFP®, is a partner and wealth advisor at Utah-based Capital Financial Network. In this...
43:06
Approaching Financial Planning in New Ways
Dr. Mary Bell Carlson is a Certified Financial Planner™, founder of personal finance blog Chief...
47:16
Building a Relationship-Based Business
How has the profession changed over time? Quite a bit, but what hasn’t changed is the heart of...
37:32
Defining Roles Within the Profession and Firms
Tyler Aubrey, CFP® and financial planner at Define Financial in San Diego, had an unconventional...
40:00
Financial Media: A Unique Path Within the Profession
Financial Media: A Unique Path Within the Profession
43:21
Creating a Personal Financial Planning Brand With Content
What does content have to do with being a financial planner? How can it help a new financial...
43:56
Connecting With Your Audience as a Financial Planning Professional
What does it take to be a successful new planner? Finding your audience and connecting with them...
28:49
Hannah Moore, CFP®, hosts a “giving back” panel with Kurt Kaczor, Director of Pro Bono at FPA;...
42:14
Buying into Firms: Fit, Structure & Culture
The financial planner’s career path is often thought of as very linear: go to school, get your...
37:45
Keeping Up with Rapid Changes in the Profession
What does the future of financial planning look like? In our latest YAFPNW episode, Nathan...
33:06
Making a Difference in Your Community
Louis Barajas, CFP®, has 30+ years of experience in the profession. As a business and wealth...
40:18
Changing Narratives in the Profession
Diane Bourdo, CFP®, is the president of The Humphreys Group, a women-owned and women-operated...
36:01
Roger Ma is a CFP®, revenue intelligence analyst at Google, and author. He’s also worked as an...
34:46
Thoughtful Dialogues and Deep Listening in the Profession
Are you a good listener? If your answer is “yes,” our latest guest on YAFPNW can help you become...
46:33
Sustainable Investing and How to “Do Better”
Sonya Dreizler is a financial services consultant, author, and impact investing speaker. In our...
49:28
Successful Planning Partnerships and Work/Life Balance
What do you do when the job opportunities out there aren’t quite right for you? If you’re...
40:46
Real Work and the Secret Society of Financial Planners
Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial...
35:18
Global Perspectives on the Financial Planning Profession
We get to regularly speak with diverse financial planners who hail from all corners of the United...
34:47
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Marina Martelli
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Andrea Bonapersona
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