You're A Financial Planner; Now What?


Exploring the world of financial planning


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Title: Thoughtful Dialogues and Deep Listening in the Profession

Thoughtful Dialogues and Deep Listening in the Profession

May 19th, 2020

Are you a good listener? If your answer is “yes,” our latest guest on YAFPNW can help you become an even better one. Sandi Bragar, CFP®, discusses… Go to Episode

Sustainable Investing and How to “Do Better”

May 12th, 2020

Sonya Dreizler is a financial services consultant, author, and impact investing speaker. In our latest episode of YAFPNW, Sonya discusses how she got… Go to Episode

Successful Planning Partnerships and Work/Life Balance

May 5th, 2020

What do you do when the job opportunities out there aren’t quite right for you? If you’re investment advisor Nina O’Neal, it’s simple: create… Go to Episode

Real Work and the Secret Society of Financial Planners

April 28th, 2020

Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl… Go to Episode