Starting A Firm:

Starting a financial planning firm can be daunting! We’ve got your back. Tune in to these episodes of the #YAFPNW podcast to learn more about launching your own RIA, making good decisions for your practice from the start, and how to execute your unique vision.

Living in Beta

In this episode Jonathon Cameron and Glenn Downing of Cameron-Downing show us how they are living their lives in “beta.” They believe this phrase means always being willing to grow, improve, and learn – never the “final” version of themselves as business owners or financial planners.

Venturing Into Entrepreneurship

In this episode with Stephen Rischall, CFP®, we’re focusing on what it means to run your own financial planning practice with a team. We’re discussing the ups and downs, the big wins and the challenges. Stephen’s story is incredibly inspiring, and his insights are spot-on!

Starting an RIA Serving the Next Generation

Steven Fox, CFP®, founded his fee-only financial planning firm, Next Gen Financial Planning, in 2016. As a business owner, Steven has learned to serve a wide range of millennial clients. He practices on a unique model of wealth management that focuses on managing student loans, getting started with investing, and more.

What it Means to Be a Business Owner

Taylor Schulte has a refreshing take on financial planning, living life as a business owner, and being a young financial planner in today’s world. This episode is a must-listen for any financial planner looking for advice on starting their own RIA, or are wondering whether the risk of business ownership is worth it.

Defining Success as a Business Owner

Chloé Moore has always known financial planning was for her. This episode will provide many valuable insights into how you can develop a career that helps you achieve your unique vision and definition of success.

Finding Your Fit in the Financial Planning Profession

Eric Roberge, owner and founder of Beyond Your Hammock, had a long journey in the financial planning profession. He shares his story and how he doesn’t regret testing out several different roles before finding the one that fit his lifestyle best.

Networking, Vision, and Partnerships

Joe Pitzl, CFP® shares with us his career story and how “job hopping” helped his career and clarified his vision for the firm he now runs. Joe shares tips on how he got his first job out of college, what lead him to leave a great firm and the stops along the way.

Mixing Fitness with Finance

In this episode Cat shares her incredible personal story from immigrating to the United States as a child to using her fitness and education background as the Director of Financial Wellness at Fiscal Fitness Clubs of America.

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