Financial Planning

By Financial PlanningBusiness Investing Careers

Financial Planning episodes

September 13, 2023 Solving the organic growth mystery, with John Wernz of Great Hill Partners
The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.
27 min
August 30, 2023 Upgrading the advisor experience, with Amit Dogra of tru Independence
The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase "T" in his firm's name is so important.
33 min
August 16, 2023 Changing chapters and rebranding growth, with Nitrogen CEO Aaron Klein
The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.
28 min
August 11, 2023 Charitable giving in clients' financial plans, firms' business plans
Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.
26 min
August 02, 2023 The evolution of financial planning technology, with Doug Fritz of F2 Strategy
The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.
37 min
July 19, 2023 Bringing the outsourced chief investment officer inside, with Chris Shuba of Helios
The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.
23 min
July 05, 2023 Providing financial advice to Americans living abroad, with Robert Levitt
The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.
29 min
June 21, 2023 Ranking the robos, with David Goldstone of Condor Capital Wealth Management
The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.
31 min
June 07, 2023 Anne Lester on why financial advisors should open a 'window of empathy' for younger clients
The featured INVEST 2023 speaker breaks down the science behind our saving struggles, and details the important role advisors play in bridging the gap with the next generation.
30 min
May 24, 2023 Clients want to give back — here's how advisors can help them do philanthropy right
Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them.
22 min