#YAFPNW Live: Business Models
This episode features the June meetup in Dallas where I am once again joined by Casey Kupper, a CFP® and CFA® from Cadent Capital.
Moving the Profession Forward
For this episode, we take you inside the 2016 FPA Retreat to share a great conversation on Moving the Profession Forward through Young Advisors.
History of Financial Planning
For this episode we have a treat. Dr. Dave Yeske, CFP® was kind enough to send us a recorded speech by one of the founders of our profession – P. Kemp Fain, Jr.