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E18 | Rianka started her RIA to do more
Want to start your own firm? In this episode Rianka shares how she started moved from being an employee at[...]
Renewed from FPA NexGen
A few weeks ago, the profession's brightest and boldest young planners gathered in Naperville, Illinois to learn what it was[...]
E17 | 5 steps to a great writing process
Scott Wentworth knows how to write.  He's made a career out of it and uses those skills to help planners.[...]
E16 | Podcasting for Financial Planners
Hannah Moore, of Guiding Wealth, joins me for this show to talk about her podcast, You're a Financial Planner, now[...]
I’m going to miss you dad
This post has taken a while to write.  It’s weird.  Thinking that I’m not going to talk to him anymore.[...]
E15 | A prospect will qualify themselves, if you ask
Would it be nice if a prospect let you know if they can afford you before you spent a lot[...]

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