In this episode, Kayla Kennelly shares her experience launching a reverse mentoring program, adopting schools to teach financial literacy, and joining an innovative business model to challenge the way financial planning is being delivered to the masses!
Jarrod Upton joins Hannah Moore to discuss his passion for operations within the financial planning profession. From his previous experience, and current role as an operations consultant, Jarrod dives deep into what new planners need to know about operations and firm culture.
In this round table, our group of four paraplanners share their insights and what they have learned about financial planning having worked with multiple different firms. Don’t miss their fantastic insights into financial planning firms!
If you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practice, or wondered how a national, virtual team works together to serve clients on hourly and project-based financial planning cases – this episode is for you. Anna Sergunina, CFP®, covers a lot of ground, and every minute of this podcast is jam-packed with valuable information!
It can be challenging as a new financial planner to step into a managing role. In this #YAFPNW round table, we’re sitting down with four amazing financial planners to talk about what they’ve learned about being a manager within their financial planning practice.