Random Cfp Podcasts

  • Elementality for Financial Advisors | Elements of Financial Planning System™
  • Emotional Wealth
  • The Reformed Financial Advisor – A Kansas City Podcast
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    Elementality for Financial Advisors | Elements of Financial Planning System™

    Elementality for Financial Advisors | Elements of Financial Planning System™

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    Since Jul 2, 2020 16:51 UTC

    Join Reese Harper, CFP® and Carl Richards, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You’ll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.

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    The Reformed Financial Advisor – A Kansas City Podcast

    The Reformed Financial Advisor – A Kansas City Podcast

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    Since Jul 22, 2020 10:00 UTC

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.

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