Best Financialplanningeducation Podcasts (2024)

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Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn 21:10

6d ago21:10

21:10

Colton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're in the wrong channel, this episode is for you! Listen in as Colton narrates his journey, from pivotal…

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Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker 24:57

13d ago24:57

24:57

Andy Blacker is an Associate Financial Advisor with Delphinus Financial Advisors, and he joins the show today to discuss how he transitioned to the financial planning profession after 10 years in the Marines. If you are in the military and are considering a career change, this is an episode you won’t want to miss! Listen in as Andy talks about his …

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Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson 32:54

20d ago32:54

32:54

Heath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help financial advisory firms with strategy and execution so they can continue to scale. If you are concerned …

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Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker 29:42

28d ago29:42

29:42

Joshua Walker is a Financial Advisor with Wright Planning based in Fishers, IN. He joins the show today to discuss his unconventional path to becoming a financial planner, from being hired into his family business serving dairy farmers—a “temporary” role that ended up lasting 20 years—to discovering his passion for financial planning. If you are st…

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Ep #172: Finding a Fit as a Paraplanner with Joey Covolo 25:47

1M ago25:47

25:47

Joey Covolo is a paraplanner with Blue Heron Capital based out of Denver, CO, and he joins the show today to share how he transitioned into the financial planning profession—even though it wasn't initially on his radar. After starting out as a sports journalism major in college, he pivoted to business and used a personal connection to leverage an i…

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Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh 38:37

1M ago38:37

38:37

Jason McGarraugh is a Financial Advisor with BentOak Capital based out of Houston, TX, and he joins the show today to share his journey from growing up on a farm to becoming a financial planner. After overcoming academic challenges to excel in graduate school, pass the CFP exam, and succeed in a succession plan with a retiring advisor, Jason's uniq…

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Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen 24:15

2M ago24:15

24:15

Maria Sotomayor and Drew Friesen are the 2022 and 2023 recipients of the New Planner Recruiting Tuition Reimbursement scholarship, and they join the show today to discuss their respective journeys into the financial planning profession. If you are a new or soon-to-be college graduate, this is an episode you won’t want to miss! Listen in as Maria an…

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Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel 21:11

2M ago21:11

21:11

Deven Patel is a Financial Advisor at Windsor Wealth Planners and Strategists based out of Gainesville, GA, and he joins the show today to share what he does each day as he splits his time between helping senior planners serve existing clients and building his own book of business. If you are seeking more of a hybrid role where you support an exist…

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Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips 25:01

2M ago25:01

25:01

Becca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pursuit of the FPQP designation, you'll get to hear abou…

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Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard 23:12

2M ago23:12

23:12

Jen Pritchard is a Lead Financial Advisor with Bannerman Wealth Management Group. She joins the show today to share her progression through the financial planning industry, detailing her experiences with multiple internships, her first job, and the challenges she faced in finding the right fit. If you are struggling to find that sometimes elusive r…

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Special Episode: Finding Your Path - The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown 28:55

3M ago28:55

28:55

Today, we welcome back Jesse Lineberry to interview Caleb on his new book, Finding your Path: The Roadmap from Student to Successful Financial Planner. If you are looking to excel in the financial planning field, this is an episode you won’t want to miss! Listen in as we dive into the purpose behind the book, how to navigate the profession, and the…

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Ep #166: Managing a Paint Store to CFP with Nathan McDuffee 23:12

3M ago23:12

23:12

Nathan McDuffee is a Financial Advisor with Oliver Wealth Management based out of Towson, MD, and he joins the show today to share his journey from working as a painter and Assistant Manager at a paint store—and struggling with personal finances—to becoming a successful financial planner. If you are considering a career change from a completely unr…

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Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell 28:09

3M ago28:09

28:09

Taylor Bell is the Chief Operating Officer and Chief Compliance Officer for Colton Groome Financial based out of Asheville, NC, and she joins the show today to share her story of transitioning into the financial planning profession. If you aren't quite sure yet whether you want to be on the advisory or operations side of the business, then this epi…

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Ep #164: How to Get Your Foot in the Door with Daniel Yerger 28:09

3M ago28:09

28:09

Daniel Yerger is the Founder and President of My Wealth Planners based out of Longmont, CO. He joins the show today to discuss his journey to becoming a financial planner, including how he transitioned from active military service, became aware of the profession, and secured his first position in financial planning. If you want to know what it is l…

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Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards 28:54

3M ago28:54

28:54

Scott Edwards, an Associate Financial Advisor at Rovin Capital in Lehi, UT, joins the show today to share the twists and turns that shaped his path to becoming a financial planner. In this episode, he opens up about the pivotal moment when a meeting with his parents' financial planner sparked his interest in the field. He also explains his current …

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Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore 32:21

4M ago32:21

32:21

Grace Moore is a Private Wealth Advisor in Washington D.C. She stops by the show today to discuss her journey to becoming a financial planner, including how she was able to secure an internship at a financial planning career day—without having taken any financial planning classes. Listen in as Grace talks about what it was like to join a two-person…

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Ep #161: From Bank Channel to Silo RIA with Scott Oeth 30:28

4M ago30:28

30:28

Scott Oeth is a financial planner with Cahill Financial Advisors, and he joins the show today to share his captivating journey in financial planning, beginning with his early interest in investing and his initial steps in the banking sector. If you are in another channel and want to transition into the RIA model, this is an episode for you! Listen …

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Ep #160: How to Best Negotiate Compensation with Kate Dixon 29:36

4M ago29:36

29:36

Kate Dixon is a world-renowned expert on compensation and negotiation, and she stops by the show today to share her wealth of expertise in this topic. If you are looking to become more confident in your negotiations, this is an episode you won’t want to miss! Listen in as Kate shares the essentials of successful negotiation strategies, starting by …

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Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan 25:41

4M ago25:41

25:41

Dave Ragan is a Financial Planner and Partner at Grunden Financial Advisory based out of Denton, TX. He stops by the show today to discuss his path into the financial planning profession, after initially pursuing a photojournalism career. If you're skeptical about the possibility of someone remaining with their first post-college firm throughout th…

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Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield 23:51

5M ago23:51

23:51

Kurt Cornfield is a retired financial planner and Professor of Financial Planning at Liberty University. He joins the show today to discuss his career and why he is passionate about growing the Kingdom Advisors Association, the leading advocate for the Christian financial industry. If you are seeking a community of Christian-based financial planner…

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Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim 27:03

5M ago27:03

27:03

Hayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you! Listen in as Hayley shares her early determination to become a financ…

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Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute 43:55

5M ago43:55

43:55

Today we have Ryan Huey and Franklin Matute of Roserock Wealth Management, based out of Dallas, TX, joining the show. They discuss how they found financial planning early on, starting their careers right out of college. If you are a soon-to-be new college grad beginning your financial planning career, this is an episode you won’t want to miss! List…

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Ep #156: Starting as a CFP then Joining the Military with Jon Harrington 22:00

5M ago22:00

22:00

Jon Harrington is a Financial Planner and Partner at Milestone Financial Planning based out of Bedford, NH, and he stops by the show today to discuss his path into the financial planning profession. If you are passionate about helping members of the military with their financial affairs, this is an episode for you! Listen in as Jon describes his tr…

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Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt 24:22

6M ago24:22

24:22

Tanner Merritt is a Financial Counselor with Zeiders Enterprises, and he joins the show today to discuss his path into the financial planning profession. Starting with his transition after 6 years in the Army to majoring in Natural Resource Management, he ultimately made his way to financial counseling for the military. Listen in as Tanner dives in…

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Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff 21:59

6M ago21:59

21:59

Makemma Cockrell Wolff is an Associate Relationship Manager at Avion Wealth, and she joins the show today to discuss her path into the financial planning profession. If you are feeling frustrated in your job search and are thinking about giving up, this is an episode for you! Listen in as Makemma shares her initial aspirations of law, only to find …

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Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson 21:45

6M ago21:45

21:45

Dr. Philip Gibson is a Finance Professor and Financial Advisor based out of Rock Hill, SC, and he joins the show today to share how he entered the financial planning profession. Recounting his journey from Jamaica to the U.S. for college, where a mentor's suggestion at Prairie View A&M put financial planning on his radar, Phillip shares his academi…

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Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey 27:13

6M ago27:13

27:13

Enjoli Ramsey is a Certified Financial Planner and Navy vet who joins the show today to take us through her unconventional journey into the financial planning profession. If you are looking to change your career to financial planning, then this is an episode for you! Listen in as she recounts her 23-year military career, her early interest in perso…

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Special Episode: Office Hours with CFP Program Directors Martin Seay and Jesse Lineberry 46:33

7M ago46:33

46:33

Today we have Martin Seay, the Department Head of Personal Financial Planning at Kansas State University, and Jesse Lineberry, the Director of the Financial Planning Program at Virginia Tech University, on the show. The pair join the podcast for office hours to chat about all things financial planning. Tune in as they share the kinds of offers thei…

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Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence 19:14

7M ago19:14

19:14

Victoria Lawrence is an Associate Financial Planner with Morris Financial Concepts in Charleston, SC. She joins the show today to share her unique journey from aspiring investment banker to financial planner, including how she entered the financial planning profession. If you are seeking to get hired into a financial planning firm without a financi…

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Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry 23:38

7M ago23:38

23:38

Today we welcome back Jesse Lineberry to discuss the intricacies of compensation in the financial planning profession. We'll examine recent offers that have been both accepted and rejected, providing insights into industry trends. Discover the data from a salary survey, shedding light on the expected salaries for paraplanners, associate planners, a…

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Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees 27:14

7M ago27:14

27:14

Jason Howell and Doug Tees are with Jason Howell Company based out of Fairfax, VA, and they join the show today to discuss their journeys in the financial planning industry. If you are considering changing careers and would like the confidence to make the leap, this is an episode for you! Listen in as Jason and Doug delve into their unique paths to…

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Ep #149: Financial Literacy to Financial Planning with Dana Carney 25:46

7M ago25:46

25:46

Dana Carney is an Associate Wealth Manager at River Capital Advisors in Jacksonville, FL. She joins the show today to share her unconventional journey into the world of financial planning, starting with her initial aspirations to become a dietician and the transformative volunteer experiences that honed her skills. If you are passionate about finan…

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Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke 27:56

8M ago27:56

27:56

Kyle Jahnke is a financial advisor at the RWS Group based out of Saginaw, MI, and he joins the show today to discuss his transition into the financial planning profession after four years in a corporate finance role. If you’re a career changer or in the process of preparing for the Series 7 exam, this is an episode you won’t want to miss! Listen in…

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Ep #147: Planning a Career with Purpose - Always Giving Back and Never Giving Up with Nicky Amore 25:10

8M ago25:10

25:10

Nicky Amore is a financial planner with Falcon Wealth Planning based out of Chicago, IL. She joins the show today to chat about her unique journey into the financial planning industry, including how early life challenges, like injuries and time in a wheelchair, shaped her perspective. If you have had setbacks and need a boost of encouragement to ke…

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Ep #146: Leaving Corporate America to Become a Financial Planner with Mark Hansen 26:43

8M ago26:43

26:43

Mark Hansen is the owner of Second Comma, a virtual advisor firm for 6-figure single-income households. He joins the show today to share his path into the financial planning profession, from a high-paying steady job to starting over at zero. If you are nervous about leaving the comfort and stability of corporate America to start your career in fina…

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Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere 29:48

8M ago29:48

29:48

Joel Cavaliere is a Financial Advisor at Blue Heron Capital based out of Denver, CO, and he joins the show today to discuss his path to becoming a financial planner. He also highlights his transition within the industry, revealing how he navigates the challenges of working with an older clientele and confronting ageism. If you are concerned that yo…

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Ep #144: A Path to Starting Your Own Firm at 26 with Matt Garasic 26:20

9M ago26:20

26:20

Matt Garasic is the Founder of Unrivaled Wealth Management based out of Pittsburgh, PA, and he joins the show today to discuss how he found his way to financial planning—despite thinking it was only insurance sales. If you feel stuck and need someone to take a chance on you, even if you might not have the level of experience they are looking for, t…

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Ep #143: Finding a Non-AUM firm to Join with Dawn Torres-Gale 24:40

9M ago24:40

24:40

Dawn Torres-Gale is a Client Services Manager at Compass Planning Associates based out of Westport, MA, and she joins the show today to discuss her journey of becoming a financial planner. If you are seeking a firm that has a unique structure, this is an episode you won’t want to miss! Join us as Dawn reveals her unique journey from conflict resolu…

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Ep #142: Nanny to CFP in 3 years with Taylor Cole 25:33

9M ago25:33

25:33

Taylor Cole is a Client Analyst at LFM Wealth Management based out of Chapel Hill, NC. She joins the show today to discuss how she transitioned into financial planning from a career as a nanny. If you are a career changer considering a career in financial planning, this is an episode for you! Listen in as Taylor divulges how her journey was sparked…

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Ep #141: Overcoming Your Fears Working with Clients as a New Planner with Taylor Love 24:01

9M ago24:01

24:01

Taylor Love is a Financial Advisor at Elevant Wealth based out of Twin Falls, ID. He joins the show today to discuss his entrance into the financial planning profession, which, interestingly enough, was not his initial career choice. If you are nervous about taking on client relationships by yourself, this is an episode for you! Listen in as Taylor…

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Ep #140: Student to Lead Planner in 3 years with Andrew Fincher 28:25

10M ago28:25

28:25

Andrew Fincher is a Financial Advisor at VLP Financial Advisors based out of Vienna, VA, and he joins the show today to share how he became a financial planner. If you think you are too young or inexperienced to become a lead planner, this is an episode for you! Listen in as Andrew shares his journey from accounting major to successful financial pl…

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Ep #139: How to Succeed as a Square Peg in a Round Hole with Alex Carracedo 30:10

10M ago30:10

30:10

Alex Carracedo is the Founder of Envision Retirement based out of Phoenix, and he joins the show today to share his story of becoming a Certified Financial Planner and RIA firm owner. If you feel like you are a round peg in a square hole and your career is not where you want it to be, this is an episode you won’t want to miss! In this episode, Alex…

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Ep #138: Transitioning from a Musician in the Military to Financial Planner with Nathan Gale 26:03

10M ago26:03

26:03

Nathan Gale is the Founder of Fleur De Lis Financial, and he joins the show today to share his story of transitioning into the financial planning profession after a 17-year career in the military. If you’re struggling to break into the financial planning profession then this is an episode for you! Listen in as Nathan shares his journey into financi…

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Ep #137: Internships to Expertise: Career Changing into a Lead Financial Planning Role with Taylor Demars 31:37

10M ago31:37

31:37

Taylor Demars is a financial planner with Mars Financial Group based out of Washington, and he joins the show today to share his path to entering the financial planning profession and being thrust into the position of primary client advisor just a year into his tenure. If you’re a new planner being pushed out of your comfort zone then this is an ep…

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Ep #136: Leaving a Fee-Only RIA to Start a Financial Coaching Business with Alli Masoero 29:17

10M ago29:17

29:17

Alli Masoero is the Founder of Money Conscious, and she joins the show today to share her career path, starting from first becoming interested in financial planning to starting her own firm. If you have found yourself questioning your passion for serving high-net-worth clients and are considering a different path, this is an episode for you! Listen…

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Ep #135: Sales Assistant to CEO with Deanne Rosso and Chuck Vickery 43:58

11M ago43:58

43:58

Deanne Rosso and Chuck Vickery from Elevate Wealth Advisory, based out of Athens, GA, join the show today to discuss the challenges and wins of their successful partnership and buyout. If you dream of buying out your firm’s founder, this is an episode you won’t want to miss! Listen in as Deanne and Chuck take us on a journey through their partnersh…

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Ep #134: Developing Technical Expertise Plus Leadership and Management Skills with Mark Maurer 24:08

11M ago24:08

24:08

Mark Maurer is the President and CEO of LLIS, an insurance brokerage and consulting firm that was founded to be a resource and advisor to fee-only financial advisors and their clients. If you are interested in becoming a Certified Financial Planner but don’t see yourself as a lead planner, then this is an episode for you! Listen in as Mark shares h…

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Ep #133: Transitioning from Virtual to In-Person Back to Virtual with Kevin Dunford 22:58

11M ago22:58

22:58

Kevin Dunford is an Associate Financial Advisor at Switchpoint Financial Planning, and he stops by the show to share his story of pivoting to financial planning from his dream of being an ophthalmologist. If you are looking for a great fit Associate Planner position, this is an episode for you! Listen in as Kevin shares the events that led him to s…

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Ep #132: Transitioning from Big Tech to Financial Planning with Ariana Alisjahbana 28:40

11M ago28:40

28:40

Ariana Alisjahbana is an Associate Advisor at North Berkeley Wealth Management, and she stops by the show today to share her story of transitioning to financial planning after five years in marketing roles in big tech companies. If you are in a big tech firm and seeking to make a change to financial planning, then this is an episode for you! Tune i…

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Ep #131: Financial Counselor to RIA Firm Owner with Liz Plot 25:15

12M ago25:15

25:15

Today I'm joined by Liz Plot, the Founder of Primas Financial Planning. After spending 10 years as a financial coach for members of the military, Liz made the decision to start her own firm. If you think you might be an accidental entrepreneur, this is an episode you won’t want to miss! Listen in as we discuss the differences between financial plan…

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