In today’s episode Dr. Michael Kothakota joins Hannah Moore to discuss Michael’s previous military career and background that led him to become a planner. Once working with clients, Michael’s curiosity and desire for data driven decisions led him to challenge the assumptions financial planners make. 

You're A Financial Planner; Now What?

Challenging Assumptions & Researching Answers

Danika Waddell, CFP®, RLP®, CSLP®, is a career-changer who went from accounting to founding her own firm. She sat down with Hannah Moore, CFP®, to talk about how you can start the journey, what steps you must not skip, and what it means to thrive after the transition.

How to Thrive in a Mid-Career Transition

Ed Rodbro, CAP®, is the senior advisor in charge of charitable estate planning at the American Heart Association. He helps wealth advisors, estate planning attorneys, and other financial professionals develop charitable giving solutions for their clients. Ed spoke with Hannah Moore, CFP®, about how philanthropy can help you manage your clients’ tax liabilities, fulfil their values, and engage millennial clients on issues that matter to them.

Three Reasons Why You Should Embrace Philanthropic Solutions

Mike Harris, MPASSM, CFP®, CRPC®, is the chair of retirement studies and a professor at the College for Financial Planning. He’s been in the profession for over forty years and has watched it evolve. He spoke with Hannah Moore, CFP®, about how the life of a financial advisor has changed, how professional designations will impact your career, and what it will take for you to thrive through the changes ahead.

Forty Years of Perspective on the Profession

Jasen Wallace, CFP® is a financial planner at Weinheimer Wealth Management and the Career Development Director for the FPA chapter in Austin. He sat down with Hannah Moore, CFP®, to talk about how new planners can navigate increasingly complex career decisions. 

Support Roles, Broker-Dealers, and Other Opportunities to Love Your Career

Spenser Liszt, CFP®, is a financial planner at Paradigm Advisors. These days, he helps young families make informed decisions about their money. His journey to this work wasn’t linear, as you’ll hear. Spenser sat down with Hannah Moore, CFP®, to talk about how he worked his way out of his previous musician lifestyle to become a champion of financial literacy.

Empathy, Education, and Automation for the Win

Steven Jarvis, CPA, is the co-founder, CEO, and head CPA at Retirement Tax Services. He also hosts their podcast, where he aims to bridge the gap between tax professionals and financial planners to better serve mutual clients. He sat down with Matt Fizzell, CFP®, to talk about how collaboration can provide enhanced value to both professions. They also discuss why collaboration has been a struggle in the past and how you can build a mutually beneficial partnership with your client’s tax planner.

Bridging the Gap: Partnering Effectively with Your Client’s Tax Planner

Joy Lere, Psy.D., is a clinical psychologist and a co-founder of Shaping Wealth, a learning platform that helps advising professionals and corporate organizations navigate the emotional work required to achieve financial plans. She spoke with Hannah Moore, CFP®, about three key strategies that every planner should use to meet their client’s psychological needs. They also discuss how to avoid burnout caused by the intense emotional demands of our profession.

Leveling Up in Behavioral Finance: 3 Strategies from a Clinical Psychologist

CJ Miller, CFP®, RMA®, is a financial planner at Sensible Money LLC and a board member of the Greater Phoenix chapter of the FPA. He sat down with Matt Fizell, CFP®, to talk about how he found a career in a small firm where he can see himself growing happily for the rest of his working life. He shares about the essential values, habits, and supports that you can cultivate to build your own big dreams in small businesses.

Engineering Serendipity with Mentorship in Small Firms

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.

Bet on Yourself: Build a Brand, Own Your Career

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.

Helping People Go from Broke to Awesome as a Financial Coach

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 Sherr, 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.

Pro Bono Planning Matters: A Firsthand Account

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.

Countdown to Disruption: Preparing for the Blockchain World

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.

Serving a Special Niche in Special Needs

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.

Being an Awesome Manager

Hannah, Ian, Alexandria, and Matt explore weekly topics to fast track your career. From designations to business models to support your clients, we are on a mission to share insights from across the profession of Financial Planning.

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You're A Financial Planner; Now What?

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