It's all too common for investors to be seduced by the illusion that careful stock-picking leads...
27:46
Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC®
Comprehensive financial planners are experts at helping our clients manage their money in ...
36:17
Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 A Annual Conference
Recorded on location at A's Annual Conference held November 2023 in Spokane, Washington, this...
17:40
Ep. #25: Financial Planning’s Big Picture - Sheila Padden, A, CFP®, RLP®
A lot of the financial planning industry focuses on investments because of their...
32:13
Ep. #24: Top Tips From Ten Fiduciary Fee-Only Planners at the 2022 A Annual Conference
Recorded on location at A's Annual Conference held September 2022 in Minneapolis, Minnesota,...
15:45
Ep. #23: Applying EOS to Your Practice - Al Davis, CFP®, EA & Adrianne Gordon
As our financial planning practices grow, we sometimes find ourselves stuck on plateaus, facing...
42:59
Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®
One of the challenges of fiduciary financial planning is how to best communicate with clients....
43:12
Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA
AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that...
37:27
Ep. #20: Top Tips From Ten Fiduciary Fee-Only Planners at the 2021 A Annual Conference
Recorded on location at A's Annual Conference held October 2021 in Atlanta, Georgia, this...
16:18
Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP®
Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? our...
35:46
Ep. #18: From Planner to Partner - Alicia Klein, CFP®, EA
A career as a fee-only planner may begin with a job in an existing practice. What’s it like as...
34:20
Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP®
There are many paths financial planners can take on the way to their calling. What's it like to...
27:49
Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP®
Many fee-only planners build their own practices from scratch, or with client relationships...
25:35
Ep. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP®
Staffing and succession are significant challenges for small financial planning firms. Should an...
36:03
Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP®
What makes an exemplary financial planning business? How do you provide unbiased fiduciary advice...
32:40
Ep. #13: From Medicine to Fee-Only Financial Planning - Cordi Powell, CFP®, EA
Helping clients with their financial lives is a lot like helping them see the picture on the...
22:22
Ep. #12: Greater Together: Dual hip in Kinder Life Planning & A - Frankie Corrado, CFP® RLP
This episode is the third in our series, “Greater Together,” highlighting the experiences of A...
29:00
Ep. #11: When Financial Planning is Your Next Career - Bill Carlson, CFP®
Many fiduciary planners began their careers in a different part of the financial world. But...
21:59
Ep. #10: Greater Together: Dual hip in AIA & A - Chris Wentzien, CFP®, A/PFS
This episode is the second in our series, “Greater Together,” highlighting the experiences of A...
26:24
Ep. #09: Top Tips From Eleven Fiduciary Fee-Only Planners at the 2019 A Annual Conference
Recorded on location at A's Annual Conference held November 2019 in San Diego, California, this...
15:11
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