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You're a Financial Planner, Now What?

Financial Planning Association

Exploring the world of Financial Planning. Accelerating your career.

PublishesWeeklyEpisodes288Founded8 years ago
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Artwork for You're a Financial Planner, Now What?

Latest Episodes

Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning. more

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2 years ago

Galen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances (https://buffyourfinances.com/), a financial planning firm tailored toward millennials with a focus on Twitch streamers. Quite the niche, right? In the latest episod... more

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2 years ago

Stephanie Bogan is a high-performance business coach at Limitless Advisor Coaching, where she helps advisors, leaders, and founders align their career with their ideal lifestyle. She spoke with Hannah Moore, CFP®, about how you can tweak your mindset... more

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2 years ago

Scott McKenna is the Vice President of Osprey Funds (https://ospreyfunds.io/), a digital asset investment firm that offers secure, cost-effective access to select crypto. In this new episode of YAFPNW, Scott and Matt Fizell, CFP®, discuss why crypto ... more

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2 years ago

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Find out how many people listen to You're a Financial Planner, Now What? and see how many downloads it gets.

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Reviews

4.6 out of 5 stars from 68 ratings
  • Great podcast!

    This is the perfect show for anyone just starting their financial planning practice or even if you’ve been in the business awhile. Love the Relevant topics and actionable advice!

    Apple Podcasts
    5
    CJThomas6
    United States4 years ago
  • Awesome

    Fantastic podcast!!!!!

    Apple Podcasts
    5
    tommye w-c
    United States4 years ago
  • The modern way of financial planning

    Great podcast for new CFP certificants and students pursuing the designation. Been listening for several months and always walk away with lessons and inspiration. I just listened to the episode with Preston Cherry and had to give a review because it was such a good interview. Thank you for coming on the show and sharing your story, passion, and infectious laughter. This is the future and modern way of financial planning that we all want to be a part of.

    Apple Podcasts
    5
    findingtheunfound
    United States4 years ago
  • A great starter kit

    As a newcomer there are nuggets of wisdom shining through. The podcast is incredibly useful for CFPs

    Apple Podcasts
    5
    eugeorge
    United States6 years ago
  • Just Subscribe - You'll Love It!

    I'm a podcast junkie...and this one is my my favorites list! This is an awesome podcast for anyone in the financial planning industry. Such a wide variety of interviews with industry leaders i.e. Daniel Crosby & Bill Winterberg!

    Apple Podcasts
    5
    Soaking It Up Like A Sponge
    United States7 years ago

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