Financial Planning for Single Women: Building a Resilient Future
As the founder and president of WealthChoice, a boutique fee-only financial planning firm for… Read More
Advisor Perspectives
In financial planning, the advisor-client relationship is transactional, yet deeply personal. In this way, the job of a financial advisor is unlike most others. Hear from your peers in practices large and small to learn about creative new ways of connecting with clients and growing planning practices.
Helping Clients Make Better Decisions Through Value Alignment with James Werner
Episode Summary James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for… Read More
How Financial Planners Can Begin to Partner with AI
While there is undeniable excitement about AI’s transformational opportunities, we are past the hype cycle—AI is already starting to reshape… Read More
Establish Yourself as a Grief-informed Advisor
Your clients are either currently grieving, know someone who is grieving, or will experience grief. But grief literacy represents a… Read More
Uncovering and Aligning Clients’ Financial Priorities
When it comes to financial planning, each individual’s financial journey is as unique as their fingerprint, shaped by their goals,… Read More
Understanding AI: What’s Next for Financial Planners?
Artificial intelligence (AI) is impacting nearly every industry by enhancing efficiency and delivering insights that enable better automation and more… Read More
Getting Clients Out of Their Heads and Into Their Hearts with Brendan Frazier
Episode Summary Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance… Read More
Serving the Underserved: Planning with First-generation Wealth Builders
As the son of two hard-working immigrants, I grew up watching my parents manage their limited resources to make sure… Read More
8 Tips for Launching a Successful Financial Planning Firm
In 2018, I didn’t know what an IRA was. I was a full-time musician looking for better work-life balance and… Read More
Balancing Empathy and Technology in Financial Planning with Patti Brennan
Episode Summary Patti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career… Read More
Help Preserve Your Client’s Legacy by Optimizing the Family Meeting
Navigating wealth and legacy can be challenging. However, with proper preparation and communication, financial professionals can play a crucial role… Read More
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