Random Financialplanners Podcasts

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Coming Up

Elementality for Financial Advisors | Elements of Financial Planning System™

by Reese Harper, CFP®
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.

Categories: Business

Tags: cfp, Finance, financialadvisors, financialplanners, financialplanning, investing, investmentmanagement, personalfinance, ria, wealthmanagement

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Coming Up

New Planner Podcast

by Caleb Brown
Since Sep 29, 2020 13:27 UTC

Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Roadmap at NewPlannerRecruiting.com/Roadmap.

Categories: Business, Education

Tags: financialplannercareers, financialplanners, financialplanning, financialplanningeducation

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Now

XYPN Radio

by Alan Moore and Michael Kitces
Since Aug 18, 2015 19:24 UTC

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today. Featured Co-Host: Michael Kitces | Co-Founder of the XY Planning Network, and author of the popular blog www.Kitces.com joins in on occasion to bring his unique perspective to the show

Categories: Business

Tags: advice, Advisors, feeonly, Finance, financialplanners, financialplanningfirm, genx, geny, Millennials, nextgenclients, professionals, Profit, training

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Random Financialplanners Podcasts

Coming Up

Elementality for Financial Advisors | Elements of Financial Planning System™

by Reese Harper, CFP®

Coming Up

New Planner Podcast

by Caleb Brown

Now

XYPN Radio

by Alan Moore and Michael Kitces

Other tags related to financialplanners