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What drives the next generation of financial planners? How can you help them succeed in your firm? Those are some of the topics we’re exploring in this episode of the Heart of Advice podcast with our guest, Hannah Moore, CFP®, CeFT®.
As the founder of Amplified Planning, a financial planning training and education program, and head of The Externship, she brings her perspective on the next generation of financial planners, what they’re looking for, and what firms can do to shorten the learning curve and get new planners up to speed.
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How do you engage with clients who want to combine financial returns with philanthropic impact? That’s just one of the topics we touch on with our guest Max Mintz, a partner and financial planner at Common Interests, a certified B Corp advisory firm based in New Jersey.
In this episode, Max shares his unconventional path to becoming a financial planner, with a background in engineering, social advocacy work, and studies in philosophy and religion. His firm specializes in values-aligned and responsible investing and often works with clients with no minimum asset requirement.
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Saknas det avsnitt?
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In this Heart of Advice Podcast episode, we explore the transformative impact that financial planning can have on clients’ lives, and how the future of financial planning is happening today.
Our guest, Erin Voisin, CFP®, Managing Director of Wealth Management Services at EP Wealth, shares her experience getting into the financial planning profession, as well as all the different ways she’s elevating those around her. She delves into how she approaches connecting with and training the next generation of financial planners, including ways in which she’s advocating for women in this profession. This episode dives into the true value of financial planning, how it’s changing, and what others can do to promote a brighter future.
Learn more about expanding the impact of financial planning here: https://emoneyadvisor.com/resources/ebooks/the-new-value-proposition-for-advisors/
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Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans and motivating clients to act. In this episode, we get to the heart of the issue by speaking with Christina Lynn, PhD, CFP®, AFC®, CDFA®.
As a Practice Management Consultant at Mariner Wealth Advisors, she understands the challenges financial advisors face when discussing estate planning with clients. Many clients are uncomfortable talking about their mortality, and advisors often struggle to navigate these sensitive conversations with confidence. Christina shares how techniques like motivational interviewing can improve your conversations, offers valuable resources, and shares her top estate planning takeaways. With the so-called Great Wealth Transfer underway and trillions in assets being passed down, this episode is essential listening.
Learn more about strategies for effective estate planning conversations in our eBook: https://emoneyadvisor.com/candid-conversations-estate-planning-tips
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How can you help clients find the right balance of saving for the future while enjoying their hard-earned wealth now? That’s the topic we’re diving into with our guest Eric Roberge, CFP®, the CEO of Beyond Your Hammock.
In this episode, we explore the unique challenges and opportunities in serving high-net-worth clients during their peak earning years. Eric emphasizes the importance of a holistic approach that combines financial planning technology with emotional intelligence. With AI-enabled tools, savvy marketing strategy, and continuous learning at major conferences, his team is setting the bar high. Financial planning professionals looking to scale and modernize the client experience will find Eric's insights invaluable.
Learn more about strategies to create a modern client experience here: https://emoneyadvisor.com/the-new-value-proposition-for-advisors-tips
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In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals, and values, advisors can offer highly personalized financial advice. This approach can help clients pursue nontraditional goals and empower them to own their unique financial journeys.
Our guest, Financial Staples Founder and Principal Chloé Moore, CFP®, shares her successful strategies for reaching tech industry clients. She shows how financial advisors can effectively connect with a niche audience by revamping a website with specific client examples, engaging in public speaking, and writing for industry publications. As co-founder of the BLX Internship program, Chloé provides insights into how the program is helping firms connect with diverse talent. This episode offers clear, actionable steps to enhance your advisory practice through personalized client service and strategic marketing.
Learn more about personalizing planning here: https://emoneyadvisor.com/personalized-planning-tips
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Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals reflect a need for individualized solutions. Nearly 63 percent of people in the LGBTQ+ community feel most advisors don’t understand their financial challenges, and 48 percent of LGBTQ+ Americans have experienced discrimination by someone in the financial services industry.
In episode 4 of the Heart of Advice Podcast, we chat with LGBTQ+ financial planner Jake Nuno, MS, CFP®, EA, about what makes LGBTQ financial planning different, what planners need to know to serve clients better, and what resources are available to make financial planning more inclusive.
Explore more ways to make your financial planning practice more inclusive here: https://emoneyadvisor.com/candid-conversations-lgbtq-tips
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Want to grow your financial planning practice and work smarter, not harder? Gain the insight you need to do just that in this episode, featuring Beratung Advisors CEO Greg Furer, CFP®. He's passionate about educating and empowering clients and financial professionals, taking a tech-forward approach.
The episode explores how Greg uses technology to streamline the financial planning process, enhance client communication, and scale his practice, which has experienced 600 percent AUM growth. He details how technology allows him to provide comprehensive planning that solves clients' problems.
Greg also highlights the importance of understanding how clients perceive financial planning. Many clients feel anxious or overwhelmed by the process, associating it with math class or a trip to the dentist. He demonstrates why financial planners should focus more on perspective-taking.
Learn more about strategies to grow your planning business and improve the client experience here: https://emoneyadvisor.com/the-new-value-proposition-for-advisors-tips
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Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast, we dive deep into keeping couples in financial alignment in your planning practice. Joining us are two guests with tips to help you navigate challenging conversations. First, we’ll hear from Sonya Lutter, Ph.D., CFP®, LMFT, Director of Financial Health and Wellness and Masters programs at Texas Tech University. She shares insights from her research, her training as a therapist, as well as a values exercise from her book, A Couples Guide to Love & Money. We’ll also learn from Michael Kothakota, Ph.D., CFP®, CEO of WolfBridge Wealth and a lecturer at Columbia University. He’ll share the knowledge he’s gained from creating financial plans for people going through a divorce, incorporating nonviolent communication, and using financial planning technology to help people talk about money.
Learn more about strategies to use with couples here: https://emoneyadvisor.com/candid-conversations-tips
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Welcome to the first episode of the Heart of Advice Podcast. We are covering the topics that directly affect you, the financial planning professional, including how to meet clients’ expectations for personalization. Our guest this episode is CEO of Abaris Financial Group: Abbey Henderson, CFP®️, RLP®️, CPCC®️, CAP®️, AEP®️. We talk in-depth about how she approaches holistic financial planning, incorporating the client's values, goals, and aspirations. She also discusses why she pursued becoming a Master Registered Life Planner (RLP®) and a Certified Professional Co-Active Coach (CPCC®). By creating a safe space for clients to share their vulnerabilities, Abbey develops a deeper understanding of people’s needs and creates a truly personalized financial plan. Learn more about personalizing planning here:https://emoneyadvisor.com/personalized-planning-tips
