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Financial Planning Association
You're a Financial Planner, Now What?
Exploring the world of Financial Planning. Accelerating your career.
Listen now
Ratings & Reviews
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4.7 stars from 64 ratings
Great podcast!
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“This is the perfect show for anyone just starting their financial planning practice or even if you’ve been in the business awhile. Love the Relevant topics and actionable advice!”
CJThomas6 via Apple Podcasts ·
United States of America ·
09/18/20
Awesome
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“Fantastic podcast!!!!!”
tommye w-c via Apple Podcasts ·
United States of America ·
09/17/20
The modern way of financial planning
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“Great podcast for new CFP certificants and students pursuing the designation. Been listening for several months and always walk away with lessons and inspiration. I just listened to the episode with Preston Cherry and had to give a review because it was such a good interview. Thank you for coming...”Read full review »
findingtheunfound via Apple Podcasts ·
United States of America ·
12/12/19
Recent Episodes
Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning.Andrew spoke with Hannah about how he became a partner so young, what...
Published 12/30/21
Published 12/30/21
Galen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances (https://buffyourfinances.com/), a financial planning firm tailored toward millennials with a focus on Twitch streamers. Quite the niche, right? In the latest episode of YAFPNW, Galen and Hannah Moore, CFP®, talk...
Published 12/28/21
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