Category Archives for CFP Practitioner

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 […]

E11 | Why Study Groups?

Study groups have been a secret many leading financial planners have used to further their career.  They are one of my faves. There are many types of study groups practicing today.  Some meet every week, some only meet quarterly.  Some have been meeting for decades.  I’ve heard about study groups that started virtually while others […]

E10 | Succession in Texas

Does your firm have a succession plan?  You need one. The Need for Succession It’s taken them a decade to hand the reigns from one planner to the next but they’re done (for now). Jason McGarraugh comes on the show to share his story about purchasing his firm from a powerhouse planner with 30 years […]

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