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Category Archives for CFP Practitioner

E24 | Finding Clients and Watching Video Games

What if you could turn your passion into your best source for leads? What if you were finding clients in the communities you were most passionate about? I think this is a great idea and is exactly what Galen Herbst de Cortina did.  Galen is an avid “gamer.” He likes video games and video game […]

E22 | Off Time Management (part 2)

Being your best You want to give your best to your clients. I encourage you to consider your off time as part of your time management.  It helps to support your well being to be your best. For Principals, the process of being a business owner is can be draining at times with all of […]

E21 | Moving Beyond AUM and Finding HENRYs

Millenials, why and how? Sophia Bera from Gen Y Financial joins me for this week’s episode of the show.  Sophia is a millennial advisor who focuses on millennial clients. Often millennial clients aren’t ideal or even probable AUM clients.  That doesn’t mean that they aren’t willing to pay $2000-$4000 for a financial plan and keep you […]

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 a traditional (AUM) Registered Investment Advisor to starting Your Greatest Contribution.  There’s some wonderful hints, tips and warnings for the aspiring business owner. Rianka has been a good friend for a few years.  We’ve walked […]

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 what? Hannah’s podcast is based on a project that started in Dallas, Texas. She’s taken a local initiative to the next level through podcasting.  What started as a local gathering is now available world-wide to […]

E14 | How to be a Smart Financial Planner

This episode of Digital Marketing for Financial Planners comes to you from the other side of the world, or at least my guest does.  Ronald Sier, CFP® is a Dutch CFP® Professional who wants to help you be a smart financial planner. I’ve really enjoyed everything he shares on his blog See Beyond Numbers for a few […]

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