Technology is undoubtedly an ongoing challenge for financial planners. In this episode, we look at how to audit technology, how to continue your training, and what advisors can expect for the future of tech.

Today we’re sitting down with Joel Bruckenstein, President of Technology Tools for Today (T3) to talk about advisor technology. Joel has some incredible insights, both about how advisors can be better utilizing technology today and the evolution of advisor tech (and how it will impact the industry) in the future.

Technology is undoubtedly an ongoing challenge for financial planners. In this episode, Joel will emphasize the importance of continuing education in technology. He guides listeners through different ways to invest in new tech products, where you can seek out technology training, and how to start implementing these changes in your practice in 2018!

Don’t forget to register for the 2018 T3 Conference. If you use FPA’s promotional code, you’ll get $75 off your conference pass. Code is: 2018T3FPA

“I look at technology not as an expense, but as an investment. I believe that if you invest in technology often enough, not everything is going to work out. Some people in our industry…think of that as a failure. I think of that as a learning experience. If you have the right attitude about technology, and you’re willing to learn and experiment, you’ll have some great successes.”

 

What You Will Learn:

How a CRM should be benefiting a practitioner.

How to measure ROI with technology.

How to get started auditing and evaluating technology for your practice.

What signs to watch for if you’re working with the wrong practitioner.

How to seek technology training.

What technology “nightmares” should you look out for?

 

When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!

When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!

This week we sit down with Douglas Boneparth, co-author of Millennial Money Fix. Douglas has always had a passion for financial planning – starting with his father owning his own financial planning practice. Douglas started out working for his dad, and slowly started to build his own brand while he was there.

When Douglas moved to New York City with his college sweetheart (now wife), he knew he wanted to work with millennials. Now he’s branded himself as the financial advisor for millennials in NYC, and is working to spread the gospel of financial planning for younger generations.

Tune in to this episode to hear how he started, how he marketed his ($70M+) practice, and how you can do the same!

“My whole career I was told to go out there and follow the money. You’re in your 20’s and 30’s and you’re being told to go relate to someone in their 60’s and 70’s. It just does not make sense to me.”

 

What You’ll Learn:

What “Paying Your Dues” looks like

How to spend 40-50% of your time marketing your new firm

How to build a brand within an existing firm

The struggles of working as a junior advisor

 

“Paying Your Dues” Is About Gaining Real Experience – Kitces.com

Douglas on Fatherly.com

What We Wish We Knew Before We Left

In this episode we go over how to incorporate positive psychology into your planning with Dr. Martin Seay. Learning how to incorporate positive psychology into you practice can help to improve your planning, communication,

In this episode we go over how to incorporate positive psychology into your planning with Dr. Martin Seay. Learning how to incorporate positive psychology into you practice can help to improve your planning, communication, and relationship with your clients.

As financial planners, we may often see how our work aligns with psychology.  Although most of us aren’t qualified to be a full-fledged financial therapist, there are ways for us to incorporate psychology into our practices.

This week, your host Hannah Moore sits down with Dr. Martin Seay, Ph.D., CFP®, to talk about positive psychology in financial planning. As financial planners, we impact the lives of our clients in profound ways.. We can use positive psychology to lower our client’s stress, help them to grow an optimistic outlook both in their finances and their life and thrive in their financial and personal life.

“Think about: what value are you trying to add to your client? If it’s to make them happier, to make them more successful in their retirement, think about what’s going on in their head and ways that you can support that.”

 

What You’ll Learn in This Episode:

How to implement positive psychology in your practice.

How to reframe negative money mindsets.

How to communicate positively with clients.

How to relieve the tension your clients feel about money.

How to create positive money scripts.

How to energize the conversation around financial planning.

 

The Institute of Personal Financial Planning at Kansas State University

Sarah D. Asebedo, Ph.D., CFP®

The Kinder Institute of Life Planning

Sudden Money

Money Quotient

Evidence-Based Financial Planning: To Learn . . . Like a CFP

Sonya Britt-Lutter

How Clients’ Money Scripts Predict Their Financial Behaviors

John Grable, Ph.D., CFP®

 

 

This week on the #YAFPNW podcast we re-air Caleb Brown's interview about how new planners can launch their career! Because Caleb has experience in the financial planning world, he understands what the new planners are going through when job hunting.

This week on the #YAFPNW podcast we re-air Caleb Brown's interview about how new planners can launch their career! Because Caleb has experience in the financial planning world, he understands what the new planners are going through when job hunting.