Leighann Miko launched her firm, Equalis Financial, about a year ago. Since then, she’s had tremendous success. Leighann has been named one of Investment News’s 40 Under 40, and works to promote diversity within the financial planning industry through ...

Don’t miss part one of our two-part series with Leighann Miko, CFP®! In this episode we consider the variety of different options young CFP® Pros can consider for their career - and how their values need to factor into their decision.

Leighann Miko launched her firm, Equalis Financial, about a year ago. Since then, she’s had tremendous success. Leighann has been named one of Investment News’s 40 Under 40, and works to promote diversity within the financial planning industry through her role as an FPA member.

In part one of this two-part series, Leighann Miko chats with us about the start of her career. We cover everything from the moment she realized she wanted to be a CFP®, to the difficult conversations she chooses to have with clients now after going through the market crash in 2007-2008 as an advisor.

“People like to work with people who are excited about what they’re doing.”

What You’ll Learn:

How Leighann used her experiences to hone in on the career she truly wanted.

Different options that are available for new CFP® Pros starting their career.

What kinds of difficult conversations you learn to have with clients as a result of your experiences.

How to embrace who you are when finding your ideal role.

Equalis Financial

Leighann Miko, CFP ® Twitter

40 Under 40 Investment News

We had so much fun sitting down with Kali Hawlk of Creative Advisor Marketing at FINCON17. Kali focuses on marketing strategies for financial advisors and helping them communicate their value to clients and prospects.

Tune in to learn Kali’s top marketing tips for financial planners, who in the industry is doing a phenomenal job with their marketing, and how trial-and-error isn’t something to be afraid of!

“Know your audience – and try everything yourself first…When you have that experience you can make better judgement calls on how to do your marketing and who can help you.”

Creative Advisor Marketing

FINCON

Workable Wealth

Define Financial

We had so much fun sitting down with Kali Hawlk of Creative Advisor Marketing at FINCON17. This week she shares with us how to talk marketing, hiring a writer, and how to evaluate whether your marketing strategy works for you!

We had so much fun sitting down with Kali Hawlk of Creative Advisor Marketing at FINCON17. Kali focuses on marketing strategies for financial advisors and helping them communicate their value to clients and prospects.

Tune in to learn Kali’s top marketing tips for financial planners, who in the industry is doing a phenomenal job with their marketing, and how trial-and-error isn’t something to be afraid of!

“Know your audience – and try everything yourself first…When you have that experience you can make better judgement calls on how to do your marketing and who can help you.”

Creative Advisor Marketing

FINCON

Workable Wealth

Define Financial

 

We are so excited to have Amy Irvine on the #YAFPNW podcast this week. We discuss how financial planning is about more than investment advice and number-tracking. Financial planners are helping people build lives that are meaningful to them and that feed their soul.

Amy opens up about what her ideal client looks like, how she found her way to her current role as a financial planner, and what we can do to promote an environment of learning in the profession.

“What in your life doesn’t have to do with your financial life?”

Things You’ll Learn in This Episode:

* How different roles in the financial planning profession can impact your career.

* How to have meaningful conversations with your clients about their lives – and how to use that information to help them plan their financial lives.

* Why education is so important – for you and your financial planning clients.

* How to approach your target market.

Irvine Wealth Planning Strategies

This week on #YAFPNW we chat with Amy Irvine on about approaching your target market, how to have meaningful conversations with your clients (even when it’s uncomfortable), and more.

We are so excited to have Amy Irvine on the #YAFPNW podcast this week. We discuss how financial planning is about more than investment advice and number-tracking. Financial planners are helping people build lives that are meaningful to them and that feed their soul.

Amy opens up about what her ideal client looks like, how she found her way to her current role as a financial planner, and what we can do to promote an environment of learning in the profession.

“What in your life doesn’t have to do with your financial life?”

Things You’ll Learn in This Episode:

* How different roles in the financial planning profession can impact your career.

* How to have meaningful conversations with your clients about their lives – and how to use that information to help them plan their financial lives.

* Why education is so important – for you and your financial planning clients.

* How to approach your target market.

Irvine Wealth Planning Strategies

 

In this week’s Voices of FPA episode, we had the pleasure of hearing from so many wonderful planners attending the 2017 FPA Annual Conference in Nashville, Tennessee. Hearing their stories, asking their advice,