Real Money, Real Experts

Building a More Integrated Financial Planning Field with Sasha Grabenstetter, AFC®


Listen Later

This week we are excited to welcome Sasha Grabenstetter to the show! Sasha is a new AFCPE Board Member and the Financial Planning Education Consultant at eMoney Advisor who shares AFCPE's passion for creating a more integrated field that better serves all individuals and families.

In this episode, we discuss the benefits of building financial planning practices that offer wrap-around services and talk about the value in building strong referral partnerships between counselors, coaches, and planners. Sasha is a gifted educator with infectious energy, making this a must-listen episode!


Show Notes:
1:36 Why AFCPE and the AFC®?
6:05 What is eMoney?
7:33 Into Sasha's work with eMoney
9:26 How the CFP and AFC complement each other
11:46 Financial planning firms & the ever-changing landscape
16:07 More into referral partnerships and the AFC
21:41 Sasha's advice for connecting to audiences as a podcaster
23:22 Sasha's final 2 cents

Show Note Links:
eMoney Advisor
Apple Seed Program
Connect with Sasha on LinkedIn
Heart of Advice blog

Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

...more
View all episodesView all episodes
Download on the App Store

Real Money, Real ExpertsBy AFCPE®

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

34 ratings


More shows like Real Money, Real Experts

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

39,027 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,564 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,213 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,224 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,987 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

806 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,449 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,081 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,043 Listeners

Life Kit by NPR

Life Kit

4,784 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,617 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,427 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,620 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

351 Listeners

The Financial Coach Academy® Podcast by Kelsa Dickey

The Financial Coach Academy® Podcast

106 Listeners