You're a Financial Planner, Now What?

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 Financial Advisors for Millennials in 2020, he speaks with Matt Fizell, CFP®, about why he left a wirehouse role to take a chance on building his own brand. In this episode, you’ll hear what Thomas has learned about content marketing that can help you build the career you really want.

Garrett Philbin AFC®, CMC® is the founder of Be Awesome, Not Broke. He provides financial coaching, which is a distinct service from traditional advising that focuses on helping people get out of debt and start the journey toward mastering their money. He sat down with Hannah Moore, CFP®, to talk about how coaching differs from advising, why it matters in the profession, and how the skills and model of financial coaching can benefit any practice.

The Foundation for Financial Planning has been expanding access to pro bono planning for over 25 years, helping people in need benefit from quality financial advice. Through their Pro Bono for Cancer Campaign, they’ve partnered with the FPA National and Family Reach to provide free financial planning to help families cope with the extraordinary financial burdens that come with a cancer diagnosis.

In this episode, Hannah Moore, CFP®, spoke to Raven, a client of Family Reach, Robert Sharer, the volunteer advisor who worked with her, and members of all three of the collaborating agencies about their mission, outcomes, and how you can get involved to give back through pro bono work.

Ric Edelman is the co-founder of Edelman Financial Engines, the host of Ric Edelman Radio, and co-founder of the Digital Assets Council of Financial Professionals. He sat down with Hannah Moore, CFP®, to discuss what advisors need to know about the game-changing impacts of bitcoin and blockchain technology.

Matthew Ricks, MBA, CFP®, is the founder of Haystack Financial Planning, a firm that serves people with disabilities and special needs. Matthew spoke with Matt Fizell, CFP®, about how he took control of his career, started his own firm, and niched down in an area where his interests and experience met with great demand.

Maddi Napier, CFP®, MBA, FSRI, QKA, knows how hard it is for many of us to hone our leadership skills. Hannah Moore, CFP®, sat down with Maddi to find out where she gets her confidence in managing people, what makes a great leader, and how the rest of us can be more comfortable and effective when we’re at the helm.

Pam Capalad, CFP®, AFC®, is the founder and CEO of Brunch and Budget, a virtual financial planning firm. At Budget and Brunch, Pam provides affordable, high quality financial advice and works to break down financial barriers for people of color. She spoke with Hannah Moore, CFP®, about how her team provided powerful outreach during the COVID pandemic, and how showing up and paying attention can help change lives and right wrongs in the financial system.

Subscription fees are intended to make financial planning more accessible to clients while creating more predictable and scalable income for a firm. But how do they play out in real life? To find out, Hannah Moore, CFP®, sat down with three planners from around the country who provide different types of subscription services through their firms.

Brendan Frazier is the founder of Wired Planning and The Human Side of Money Podcast. He sat down with Hannah Moore, CFP®, to discuss the controversy around behavioral finance and the unavoidable role it plays in every client interaction. They also discuss how we can all develop better behavioral coaching skills for mutually satisfying client relationships.

Jared Machen, CFP®, co-founded Brownlee Wealth Management after building a successful practice as a virtual paraplanner. He spoke with Matt Fizell, CFP®, about the surprising opportunities available on the paraplanning career path and how it gave him the breadth of knowledge to eventually open his own RIA with confidence.