Successful Planning

SPECIAL EPISODE: How to Pass the CFP Exam with Deanda Wilson, Brooke Cantrell, and Sean Gold

Today we are joined by three special guests—Deanda Wilson, Brooke Cantrell, and Sean Gold—who all recently passed the CFP examination. In this episode, they will each describe their own unique path to passing the exam the first time, describing in detail their exact study plan approaches and daily schedules. They will also explain the pros and cons of the review provider vendor they used and how much time it ultimately took to receive their passing results. Listen in as they share what actions ...

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Feb19

Ep #22: Overview of the Jumpstart Community for Financial Professionals with Dominique Henderson

Dominique Henderson is the Founder of DJH Capital Management, a fee-only RIA, and The Founder of the Jumpstart Coaching Lab, a community for aspiring financial professionals offering virtual mentorship, training, and coaching. He joins the show today to discuss how his exposure to a diversity of cultures early on in his life paid substantial dividends for him as he began his career and building his firm. Listen in as he explains why he left a position that was paying him close to $300k per year ...

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Jan08

Ep #16: Transitioning from a Wirehouse to an RIA with Hallie Kraus

Hallie Kraus is a financial planner with The Humphreys Group in San Francisco, CA. Today she joins the show to share how she was introduced to financial planning through a credit counseling position and what made her want to get into the profession, as well as why the wirehouse channel was top of mind for her when looking for a position and why she ultimately left the wirehouse channel for the fee-only RIA channel. Listen in as Hallie explains how she found a perfect fit at a small boutique ...

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Dec25

Ep #14: A Career in Operations as a CFP with Dennis Moore

Dennis Moore is the COO with Quest Capital Management in Dallas, Texas, and 2021 President-Elect of the Financial Planning Association. Dennis joins the show today to discuss why he pursued a career in financial planning, how he found his internship and first full-time job after graduating from a CFP program, and tips for effectively making the transition from student to professional. Listen in as he opens up about why he pivoted away from being a full-time client-facing advisor to pursue an ...

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Dec11

Ep #12: How to Deliver Results Beyond Years of Experience with Casey Bear and Logan Ross

Today we have two special guests joining the show from Cranbrook Wealth in Bloomfield Hills, Michigan: Casey Bear, CEO, and Logan Ross, Advisor. Casey and Logan work with three other colleagues to manage $800 million for 225 clients, and they are here to share their individual journeys in becoming important members of the Cranbrook team. Listen as Casey discusses how he was hired into the firm as an advanced planning analyst with no experience—and then got promoted to CEO at just 31 years old. ...

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Dec04

Ep #11: Finding Your True Passion In Financial Planning with Mary Carlson

Mary Carlson is a speaker, author, professor, and blogger for Chief Financial Mom. Today Mary joins the show to share why she pursued a career in financial planning, as well as why she thinks it is the perfect career for working mothers. She also opens up about her education progression, explaining why she pursued a Ph.D. and how she fell in love with the financial counseling aspect of financial planning. Listen in as she gives examples of how she had to hustle to get her start in politics ...

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Nov27

Ep #10: Building Your Skills As A CFP Student with Anabelle Sanko

Anabelle Sanko is a sophomore, CFP Student at Kansas State University and the winner of the inaugural 2020 New Planner Recruiting CFP Tuition Scholarship. Today she joins the show to discuss the family experiences that led her to pursue a career in financial planning, as well as how she balances her full-time student course load with all of her extracurricular activities. Listen in as she explains how she secured her internship and the steps she is taking to try to increase the number of ...

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Nov20

SPECIAL EPISODE: Compensation Data Points for Newer Planners with Caleb Brown

This week Caleb is flying solo behind the mic to bring you some relevant compensation data points on some of the candidates we recently placed. We want to share this with you because there is a shortage of compensation data available in the profession and it will hopefully give you a better understanding of what level of compensation you can command in the marketplace. Listen in as Caleb walks through the offers for these associate financial planner roles for new college graduates all the way ...

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Nov13

Ep #09: Integrating Life Planning and New Planners into Your Firm with Jared Jones and Lisa Kirchenbauer

Today we have two special guests from Omega Wealth Management in Arlington, VA: Lisa Kirchenbauer, Founder and President, as well as Jared Jones, Lead Advisor and Director of Investments. In this episode, Lisa discusses starting her own firm in 1999 under the broker-dealer model, eventually transitioning to a fee-only RIA so she could provide financial planning services the way she truly wanted to. You will also hear Jared touch on how he secured a position at Omega, as well as several of the ...

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Nov06

Ep #08: NAPFA Genesis Professional Community for New Planners with Ben Jacobs

At just 25 years old, Ben Jacobs is already a Senior Financial Planner at Elwood & Goetz Wealth Advisory, managing several team members and leading the 401(k) retirement planning division for the firm. Today he joins the show to discuss his role with NAPFA Genesis and the benefits the community offers to new planners, the interview process he went through to get hired at his firm, and what were the keys to growing his confidence and skills to add massive value to his firm and quickly ...

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Oct30

Ep #07: FPA Nexgen Professional Community for New Planners with Joey Stemmle

Joey Stemmle’s love and fascination with money blossomed from a young age, when his mother taught him how to not only save money but invest it, as well. He is now a financial advisor for Riverstone Wealth Advisory Group, located in Midlothian, Virginia. In this episode, Joey shares his advice for job seekers and the best way to go about maximizing your networking. Listen in as he shares what the financial planning association Nexgen group is all about and how it played an integral role in his ...

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Oct16

Ep #05: Understanding the Fee-Only Professional Association with Geof Brown

Geof Brown is the CEO of The National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization of fee-only comprehensive financial planning professionals. Today he joins the show to discuss NAPFA’s mission, as well as its history and why people should look into joining NAPFA—no matter what stage of their career they're in. He also shares the current membership status and future growth goals, including his vision for the organization going forward. Listen in as Geof ...

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