Financial Planning
By Financial Planning
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Financial Planning
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 18
Reviews: 0
Episodes: 100
Description
Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.
| Episode | Date |
|---|---|
|
FP podcast host Justin L. Mack signs off
|
Jan 10, 2024 |
|
Why RIA custody is ready for another shakeup
|
Dec 27, 2023 |
|
Preston Cherry and Tom Rieman break down the ideal advice experience
|
Dec 13, 2023 |
|
How to have more impactful ESG conversations with clients
|
Nov 29, 2023 |
|
The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance
|
Nov 08, 2023 |
|
The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia
|
Oct 25, 2023 |
|
Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron
|
Oct 11, 2023 |
|
Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane
|
Sep 27, 2023 |
|
Solving the organic growth mystery, with John Wernz of Great Hill Partners
|
Sep 13, 2023 |
|
Upgrading the advisor experience, with Amit Dogra of tru Independence
|
Aug 30, 2023 |
|
Changing chapters and rebranding growth, with Nitrogen CEO Aaron Klein
|
Aug 16, 2023 |
|
Charitable giving in clients’ financial plans, firms’ business plans
|
Aug 11, 2023 |
|
The evolution of financial planning technology, with Doug Fritz of F2 Strategy
|
Aug 02, 2023 |
|
Bringing the outsourced chief investment officer inside, with Chris Shuba of Helios
|
Jul 19, 2023 |
|
Providing financial advice to Americans living abroad, with Robert Levitt
|
Jul 05, 2023 |
|
Ranking the robos, with David Goldstone of Condor Capital Wealth Management
|
Jun 21, 2023 |
|
Anne Lester on why financial advisors should open a ‘window of empathy’ for younger clients
|
Jun 07, 2023 |
|
Clients want to give back — here's how advisors can help them do philanthropy right
|
May 24, 2023 |
|
The many ways to leave a legacy, with American College of Financial Services President George Nichols III
|
May 17, 2023 |
|
Cracking the cash conversation with clients, with Frank Bonanno of StoneCastle Cash Management
|
Apr 26, 2023 |
|
Why financial advisors should always keep it real, with Elements CEO Reese Harper
|
Apr 19, 2023 |
|
Personalized investing and ‘polite disruption,’ with Seeds Investor CEO Zach Conway
|
Apr 05, 2023 |
|
Using tech to help advisors be more human more often, with Bento Engine CEO Philipp Hecker
|
Mar 22, 2023 |
|
Thematic ETFs and the great wealth transfer, with Sylvia Jablonski of Defiance ETFs
|
Mar 08, 2023 |
|
Why you should always bring your joy to work, with Orion’s Brian McLaughlin
|
Feb 22, 2023 |
|
How the hunger for alternative assets creates hurdles, with Cliff Corso of Advisors Asset Management
|
Feb 08, 2023 |
|
Attracting the next generation of advisors, with Hartford Funds VP Julie Genjac
|
Jan 25, 2023 |
|
How interval funds can become an advisor's access key to alternatives
|
Dec 28, 2022 |
|
Getting closer to clients through cash and crypto, with Flourish President Ben Cruikshank
|
Dec 14, 2022 |
|
Using tech to mix faith and finance, with Chris McMahon of Aquinas Wealth Advisors
|
Nov 30, 2022 |
|
Finding the fintech that fits your life as an advisor, with CircleBlack CEO Lincoln Ross
|
Nov 16, 2022 |
|
The future of compliance tech and industry diversity, with ComplySci CEO Amy Kadomatsu
|
Nov 02, 2022 |
|
The importance of supporting financial caregivers, with Carefull Founder Todd Rovak
|
Oct 19, 2022 |
|
Behavioral finance guru Meir Statman on why rational clients can still be stupid
|
Oct 05, 2022 |
|
The power of taking your work personally with Lumiant’s Blake Wood
|
Sep 21, 2022 |
|
How smaller firms can make a bigger difference, with guest Pepper Anderson
|
Sep 07, 2022 |
|
Gary Zimmerman wants to help advisors maximize their clients’ cash
|
Aug 24, 2022 |
|
Chris Volpe wants to help financial advisors nail their reproposal to clients
|
Aug 17, 2022 |
|
Envestnet’s Dana D’Auria on the top issues advisors are facing
|
Aug 03, 2022 |
|
Going deep into the metaverse with Sandeep Vishnu
|
Jul 20, 2022 |
|
Breaking away without breaking spirit with Alan Foxman
|
Jul 06, 2022 |
|
Seeking a single source of truth with Chris Zuczek
|
Jun 22, 2022 |
|
The evolution of direct indexing with Anton Honikman
|
Jun 08, 2022 |
|
Reimaging fixed income investing with YieldX CEO Adam Green
|
May 25, 2022 |
|
Why a strong defense is the best offense with Spuds Powell
|
May 11, 2022 |
|
Financial planning for the underappreciated with Ken Van Leeuwen
|
Apr 27, 2022 |
|
Crypto certificates and advisor skepticism with Ric Edelman
|
Apr 20, 2022 |
|
From pro athlete to financial advisor with a former NHL player and Olympian
|
Apr 13, 2022 |
|
This CFP says helping strippers, prostitutes and porn stars manage their money has business and moral benefits
|
Apr 06, 2022 |
|
Finding the right fit with a veteran industry recruiter
|
Mar 30, 2022 |
|
4 questions for a financial advisor on a mission to expand access
|
Mar 23, 2022 |
|
5 questions for incoming FP Podcast host Justin L. Mack
|
Mar 16, 2022 |
|
5 questions on expanding pathways into the industry
|
Mar 09, 2022 |
|
5 questions for a financial advisor about hockey and social media
|
Mar 02, 2022 |
|
5 questions for Wealthspire CEO Mike LaMena
|
Feb 23, 2022 |
|
5 questions on RIA compliance issues for expert Scott Gill
|
Feb 16, 2022 |
|
5 questions on ‘Succession’ and planning for a high net worth coach
|
Feb 09, 2022 |
|
4 questions for Top 40 Under 40 advisor Xi Qiao of UBS
|
Feb 02, 2022 |
|
5 questions about planning and content for Akeiva Ellis
|
Jan 26, 2022 |
|
5 questions on financial literacy for FinLit Tech’s Mac Gardner
|
Jan 19, 2022 |
|
5 questions for CFP Board CEO Kevin Keller about enforcement
|
Jan 12, 2022 |
|
5 questions for financial advisor and wellness expert Eszylfie Taylor
|
Jan 05, 2022 |
|
5 questions for Seismic VP of inclusion Donna DeBerry
|
Dec 29, 2021 |
|
4 questions about launching an RIA for advisor Zaneilia Harris
|
Dec 15, 2021 |
|
5 questions about the changing role of advisors during the pandemic
|
Dec 01, 2021 |
|
4 questions for Merrill Lynch executive Jennifer Auerbach-Rodriguez
|
Nov 17, 2021 |
|
4 questions for RIA practice management expert Michelle Wong
|
Nov 03, 2021 |
|
5 questions for former FINRA enforcement chief Susan Schroeder
|
Oct 20, 2021 |
|
5 questions for Stifel Independent Advisors CEO Alex David
|
Oct 06, 2021 |
|
4 questions for an RIA in the wake of its M&A succession deal
|
Sep 22, 2021 |
|
4 questions for Wall Street fraud expert Bill Singer
|
Sep 08, 2021 |
|
5 questions for Martina Navratilova about investing in LGBTQ equality
|
Aug 25, 2021 |
|
5 questions about FP’s annual tech survey
|
Aug 11, 2021 |
|
5 questions for divorce planning expert Pam Friedman
|
Jul 28, 2021 |
|
5 questions for Baird financial advisor diversity manager Ashley Price
|
Jul 14, 2021 |
|
4 questions for broker compensation consultant Andrew Tasnady
|
Jun 30, 2021 |
|
4 questions for advisor Hannah Moore on the FPA’s Virtual Externship
|
Jun 16, 2021 |
|
4 questions about the BLX Internship for advisor Chloé Moore
|
Jun 02, 2021 |
|
5 questions for U.S. Rep. John Larson on Social Security
|
May 19, 2021 |
|
5 questions for Planning Across the Spectrum founder Andrew Komarow
|
May 05, 2021 |
|
4 questions for client experience expert Charesse Spiller
|
Apr 21, 2021 |
|
4 questions on the scope of gender lens investing
|
Apr 07, 2021 |
|
5 questions about broker cold-calling at Merrill Lynch
|
Mar 24, 2021 |
|
4 questions for a financial advisor on pandemic practice management
|
Mar 10, 2021 |
|
3 questions for homeowner education expert Danielle Samalin
|
Feb 26, 2021 |
|
4 questions for Kestra Financial CEO James Poer
|
Feb 12, 2021 |
|
Access Denied episode 5: The financial media
|
Dec 28, 2020 |
|
Access Denied episode 4: Allocation and exacerbation
|
Dec 07, 2020 |
|
Financial advisor compensation: Grids, fees and conflicts
|
Dec 01, 2020 |
|
Access Denied episode 3: Representation
|
Nov 23, 2020 |
|
Access Denied episode 2: Underserved or ignored?
|
Nov 09, 2020 |
|
Access Denied episode 1: The wealth effect
|
Oct 26, 2020 |
|
Which BD services are more important during the coronavirus?
|
Jun 30, 2020 |
|
New ways to deploy existing tech amid the coronavirus
|
Jun 02, 2020 |
|
Are dual registrant firms the ‘worst of both worlds?’
|
May 19, 2020 |
|
In an era of scale, when is a more nimble firm a better fit?
|
May 05, 2020 |
|
Why building a tech stack is like going to the bike shop
|
Apr 21, 2020 |
|
Getting political with large wealth managers
|
Apr 07, 2020 |
|
Why recruiting numbers don't tell the whole breakaway story
|
Mar 25, 2020 |
|
Is there a better way to measure success?
|
Mar 17, 2020 |