The show for forward-thinking financial advisers, financial planners and related professionals from
There’s a much needed shift happening as financial services professionals realize that helping clien
Most people enter financial services and begin selling financial products. Many remain there through
As advisors are rapidly adjusting to a virtual model, Derek Notman, CFP and founder of Intrepid Weal
Having a website, social media presence, blog and newsletter are one thing, but knowing how to lever
Why are men promoted more often than women? Why do we still follow a Mon-Fri 9-5 schedule? Should yo
Lovaii Navlakhi joins the show and shares how he started a financial planning practice in India near
Adele Martin, CFP has built a truly innovative financial planning practice and joins the show to sha
While the U.S. is unlikely to phase out or ban commissions as other countries have, more and more fi
Financial advisors, who largely remain paper-based with manual processes and face-to-face meetings,
Clients are concerned about the markets and economy. Advisors are adjusting to working from home, wi
Claire Phillips, Partner at First Wealth, joins the show to share how First Wealth is building a fut
Fraser Jack, Head of Partnerships at Advice Intelligence and host of the Goals-based Advice podcast,
Samantha Wong joins the show as the first guest from Singapore. We chat about the many innovations t
Joel Drake, a technology specialist, joins the show for the most actionable episode yet. We are disc
Adam Carolan, Managing Director of Xentum and co-founder of NextGen Planners, is on the show sharing
Hannah Moore, CFP®, owner of Guiding Wealth and consultant to the Financial Planning Association (FP
Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to
Sophia Bera, CFP®, Founder of Gen Y Planning joins the show for a raw, unedited conversation between
Maddy Roche, Director of Member Services at XY Planning Network, inspires with her journey into the
Jocelyn Wright, CFP®, Founder of The Ascension Group and special adviser on gender diversity joins t
