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 on the show and sharing your story, passion, and infectious laughter. This is the future and modern way of financial planning that we all want to be a part of.”
findingtheunfound via Apple Podcasts ·
United States of America ·
12/12/19
More reviews of You're a Financial Planner, Now What?
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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
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“For all new financial planners in the profession this podcast should be required listening. it takes you through how to progress in your career through conversations with leading planners, and will help you understand where your career should go. Thoughtful questions from Hannah, and a great...”Read full review »
davegrant82 via Apple Podcasts ·
United States of America ·
02/09/16
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“I'm a podcast junkie...and this one is my my favorites list! This is an awesome podcast for anyone in the financial planning industry. Such a wide variety of interviews with industry leaders i.e. Daniel Crosby & Bill Winterberg!”Read full review »
Soaking It Up Like A Sponge via Apple Podcasts ·
United States of America ·
03/07/17
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