The doctor is in! We welcomed financial psychologist and CFP® Dr. Brad Klontz back for another episode of YAFPNW. This time, we discussed the power of communication and emotion, money scripts, and using social media to spread the truth about money.

Less than 1% of financial advisors are both CFA Charterholders and Certified Financial Planners. Keith Beverly, managing partner and CIO of Grid 202 Partners, is part of that 1%. Tune in to this episode as Keith shares his professional journey, insight into his firm, and his initiative to support advisors entering the profession.

What does it take to be a standout job candidate? Cooper Grady, CFP®, Director of Financial Planning at Apollon Wealth Management, had tons of practical advice to share with new planners navigating the hiring process.

Go big or go home. Dream big. But what if you’re not the “dreamer” type? Good news: you can still reach your goals. We talk to Meg Bartelt, CFP® and president of Flow Financial Planning, about how she built her firm through hard work, self-care, an awesome online presence, and more.

FPA Fall Residency is a week-long program that takes place in Denver In this episode of YAFPNW, I caught up with my teammates from Residency to discuss our individual experiences and the big takeaways from the program.

The financial planning profession is vast and deep. How can you find the right firm for you? This week on YAFPNW, we talked to a group of panelists about how understanding the unique cultures and traditions in each financial planning “tribe” will benefit your career search.

Could you take 100 days off a year and still meet your career and financial goals? Benjamin Brandt, CFP®, podcast host, and president/founder of Capital City Wealth Management, is living that dream. In this episode of YAFPNW, Benjamin discusses his successful podcast, marketing tactics, and how running a lifestyle practice works.

Ready to be inspired? This week on YAFPNW, we talk to Soraya Morris, lead trainer at financial planning software firm Envestnet MoneyGuide and jill-of-all-trades. Soraya and I talked about what she does at Envestnet MoneyGuide, her education and career journey, and what you can usually find her doing when she’s not working.

How can we better the profession through fintech without losing our human selves in the process? This week we talk to Jason Wenk, founder and CEO of digital brokerage platform Altruist, about doing just that.

What’s the secret to a great financial advisor and client relationship? Like any other relationship, it’s communication. Learn how Sean Brown’s company, YCharts, is helping financial advisors discover that.