You're a Financial Planner, Now What?

This episode features a round table discussion about career paths held on April 14th, 2016. The discussion is led by Hannah Moore, CFP® and Casey Kupper, CFP®, CFA®, a Wealth Advisor at Cadent Capital. As part of the discussion,

In this episode, Rett Dean and Sean Kelleher share insights from their partnership at Riverchase Financial Planning. What does a picture from the Grand Canyon have to do with their partnership? Join us as we discuss everything from their approach to sharing an office and servicing clients to how competition between 50/50 partners benefits the clients. After hearing Rett and Sean’s podcast, I think young financial planners should seriously consider partnering with others when they start their own firms. “We don’t just sit around and talk to each other all day.”

This episode is based on a roundtable discussion about designations held on February 18th, 2016. The discussion is led by Hannah Moore, CFP® and Lynn McIntire, CFP®, CAP®, CLU, AIF,  registered principal with Cadent Capital.

Ben Briggs, CPA, CFP® is a Senior Financial Planner at RGT Wealth Advisors. On this episode, Hannah continues the discussion of designations. Ben discusses his non-traditional route to financial planner by way of becoming a CPA first. He shares how having a CPA certification has helped him as a financial planner and offers advice to those new to the profession. Hear the details on the importance of building a network and gaining an understanding of the fundamentals of financial planning. Links to references in this week’s podcast: RGT Wealth Advisors FPADFW Career Day AICPA  

Sameer S. Somal, CFA, CFP® is a speaker, educator, and Chief Financial Officer with Blue Ocean Global Wealth and Blue Ocean Global Technology. On this episode, Sameer discusses the CFA designation, including the requirements, advantages, resources and career paths it opens up. Hear why Sameer believes there’s never been a greater opportunity to join the […]

Susan Bradley, CFP®, CeFT™ is the founder of the Sudden Money® Institute and author of Sudden Money: Managing a Financial Windfall. The Institute trains financial advisors and other professionals in Financial Transitions Planning, a unique set of process and tools for managing the human dynamics of financial change. Susan created the institute because she realized that […]

In this podcast we continue our discussion about financial planning designations with Roger Whitney, CFP®, CIMA®, CPWA®, AIF®. Roger is a partner at WWK Wealth Advisors and publishes the Retirement Answer Man Blog and Podcast. Roger’s pursuit of his designations was born of a desire to be the smartest person in the room when advising clients. […]

Confused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients. On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA. Neil is the founder and CEO of Maxwell Wealth Planning, Inc. Based out of Colorado, Neil provides financial […]