Financial Planning
by Financial PlanningThoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.
Episodes
Why financial advisors should always keep it real, with Elements CEO Reese Harper
35m · PublishedPersonalized investing and ‘polite disruption,’ with Seeds Investor CEO Zach Conway
26m · PublishedThe second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.
Using tech to help advisors be more human more often, with Bento Engine CEO Philipp Hecker
23m · PublishedHecker wants to craft wealthtech so seamless that clients forget they’re staring at a screen and feel like they’re truly connected to their advisor.
Thematic ETFs and the great wealth transfer, with Sylvia Jablonski of Defiance ETFs
23m · PublishedDefiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.
Why you should always bring your joy to work, with Orion’s Brian McLaughlin
27m · PublishedThe tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late ‘90s. Here’s how that happy accident changed everything for him and scores of advisors.
How the hunger for alternative assets creates hurdles, with Cliff Corso of Advisors Asset Management
22m · PublishedCorso’s love of economics has kept his passion for financial services burning for three decades, and is matched only by his desire to help advisors help their clients.
Attracting the next generation of advisors, with Hartford Funds VP Julie Genjac
22m · PublishedWhen it comes to bringing in fresh talent, wealth management has a PR problem. Here's how the industry can solve it.
How interval funds can become an advisor's access key to alternatives
24m · PublishedGetting closer to clients through cash and crypto, with Flourish President Ben Cruikshank
28m · PublishedThe fintech founder wants to give advisors greater access to one of the simplest asset classes, and one of the most complicated.
Using tech to mix faith and finance, with Chris McMahon of Aquinas Wealth Advisors
27m · PublishedWhen preparing to invest, most clients turn to their advisor and not the Catholic Church. But the veteran financial planner says there’s no reason you can’t do both.
Financial Planning has 129 episodes in total of non- explicit content. Total playtime is 48:15:33. The language of the podcast is English. This podcast has been added on August 25th 2022. It might contain more episodes than the ones shown here. It was last updated on May 6th, 2024 10:12.
