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.
Otros episodios de "You're a Financial Planner, Now What?"
Flexing Your CFP®: Roles in Fintech and RIA DevelopmentGreg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.
Understanding Your Strengths in a Changing Investment LandscapeSimon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.
Changing Communities Through Financial Planning & EntrepreneurshipTremaine Wills is the Chief Operating Officer of Mind Over Money, an RIA firm. Tremaine and Hannah Moore, CFP®, discuss how she discovered financial planning, the challenges of being an entrepreneur, and how she serves the public through comprehensive financial planning and financial literacy.
You Don’t Have to Compromise Who You AreMariana Llamas, AIF®, is an associate planner at Xena Financial Planning, where she helps young professionals manage their money and life on their own terms. With Hannah Moore, CFP®, she talks about what it’s like to be at the early stages of crafting her career and the path she took through professional designations. They also discuss how nurturing your networks can help you express your values and grow your capabilities as a financial planner.
Becoming a Trusted Resource in Medicare PlanningToday’s guest is Barry Streit, CLU, ChFC®, senior vice president at United Healthcare. Barry focuses on the practical information that financial planners need today in order to serve clients who are approaching … or are in retirement. If you don’t work with older clients just yet, don’t worry, there’s a lot of good information that will help you and your clients plan for the future.
Challenging Assumptions & Researching AnswersIn 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.
How to Thrive in a Mid-Career TransitionDanika 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.
Three Reasons Why You Should Embrace Philanthropic SolutionsEd 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.
Forty Years of Perspective on the ProfessionMike 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.
Support Roles, Broker-Dealers, and Other Opportunities to Love Your CareerJasen 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.