Top Tweets for #YAFPNW
Hear @pamtheplanner talk about the fulfilling (and exhausting) journey of building a business while raising a baby and how a specialized university program paved the way for her firm on the You're a Financial Planner...Now What? podcast. #YAFPNW
https://t.co/vV46GDwFVX
Check out this #YAFPNW podcast episode for a much needed and very relevant conversation with @sofiafinancial and @MattFizell!
https://t.co/iDymTI7SAt
If you haven't already, make sure you check out the latest episode of the #YAFPNW Podcast, hosted by @HannahMooreCFP! @JDBruceCPA shared some great info in the most recent episode, Helping Large and Small Clients at Scale. You can catch up here:
https://t.co/fRYaCO41FE
In today's #YAFPNW, @bykevinmahoney discusses why the profession needs a variety of fee models, how he found a profitable way to serve a non-traditional market & how you can build a successful #financialplanning business helping the clients you care about. https://t.co/NsKzLLeUGM
.@JDBruceCPA, Chief of Innovation at @AbacusWealth, is on the #YAFPNW podcast this week discussing the company's unique business model that allows it to serve large and small clients at scale. Find it in your favorite podcast app!
In this week's #YAFPNW, FPA CEO @mahoneypd & 2021 President @SkipSchweiss chat with @HannahMooreCFP about the future of #financialplanning, the importance of professionalizing the profession and how being active in your local chapter will change your life.
https://t.co/CYtxspgM7z
On this week's #YAFPNW, #financialplanner, author and speaker @Jacquelineplans talks with @ColeAe2015 about how she thinks the #financialplanning profession can do better and how her dedication to growth built her career.
https://t.co/uu6xNCNNwd
Her goal: empower women & people of color through accessible #financialplanning
Her jobs: founder @WomenWithEquity & partner @networthzenith
Her voice: On #YAFPNW, @Chelsea_CFP shares how childhood experiences & a drive to serve led her to where she is now
https://t.co/dYdKbz5EYJ
@FPANexGen members should check out the #YAFPNW featuring @DomHendersonSr and @HannahMooreCFP where they discuss Jumpstart Coaching Lab, a community that empowers and supports new financial professionals.
https://t.co/ChaW4zIm05
“I firmly believe that you leave a legacy, whether you mean to or not. And that legacy can either be a good or a bad one.” In this week's #YAFPNW, @kpfleghardt discusses why legacy is an important part of her firm’s processes from the beginning. https://t.co/8qB8g91uvW
All @FPANexGen members should check out the #YAFPNW featuring @RetirementRisks where he discusses the importance of culture at a firm, why firm owners need to invest in their people and how to become a better #financialplanner.
https://t.co/ytLnYUK35D
In this week's #YAFPNW, former football player and founder of @Berknell @DasarteYarnway talks about the small things #financialplanners can do to win. “If you keep taking an inch off the table, like in football, a game of inches, you're going to score.” 🏈https://t.co/lQqlasvxbv
In this week's #YAFPNW, @RetirementRisks discusses the importance of culture at a firm, why firm owners need to invest in their people and how to become a better #financialplanner. https://t.co/pX2irkjFMF
Erin Lowry is the founder of @BrokeMillennial, a financial advising brand that helps millennials "get your financial life together." In a recent #YAFPNW, she & @HannahMooreCFP discuss what's unique about serving this generation & much more. Find it in your favorite podcast app!
When @MoneyBossMom's parents filed for bankruptcy, she wasn't sure what would happen to her family. In this week's #YAFPNW, she talks w/ @HannahMooreCFP about her passion for early financial education & how her 🐕 inspired a children’s book about finance.
https://t.co/BiuxU8YSig
Passion for the operations side + the desire for work-life balance led @woahitsmiwo to create @meetnifty. On the latest #YAFPNW, she talks with @HannahMooreCFP about the keys to building a great team and her advice for becoming a paraplanner or VA. Tune in on your podcast app!
We're thrilled to have Alexandra Armstrong on the #YAFPNW podcast this week to discuss the differences in how men and women approach retirement, how to understand the retirement mindset, and what inspired her to write her new book! https://t.co/GhJGffFwHh
You may know Julia Lorenz-Olson & Philip Olson for their web series @TwoCentsPBS; they also founded a financial services firm that helps clients in the creative industry. Julia, Philip, & @MattFizell discuss these ventures & more in this week's #YAFPNW. https://t.co/UlVUaSqSsm
Mothers in the profession are often asked, “How do you balance work and motherhood?” @ChristyRaines' response: “There is no balance...this is real life and this is real planning.” In this week's #YAFPNW, she dives into that work-life balance dream.
https://t.co/lRElVTnruX
.@wkb_mc, COO of @MarketCounsel, has an impressive history working in the #financialplanning profession. On the #YAFPNW podcast, he discusses serving diverse clients, the financial literacy gap and different career pathways in the profession: https://t.co/s7a1MsuZHj
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