Best Paraplanner Podcasts (2024)

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Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle 25:40

12m ago25:40

25:40

Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you! Listen in as Joshua opens up about the founding of his financial coaching business and his…

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Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards 31:08

1d ago31:08

31:08

Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sect…

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Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett 25:13

3d ago25:13

25:13

Jeff Bramlett is a paraplanner with BDL Advisors based out of Atlanta, GA. He joins the show today to share his journey into financial planning, starting from a pivotal moment in college that led him to switch majors after a chance encounter with a fellow student. If you are looking to learn the business from the ground up, then this is an episode …

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Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy 27:16

13d ago27:16

27:16

Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a growth and marketing strategy consulting business that specializes in wealth management firms. She joins the show today to share her story of how she broke into the wealth management space. If you feel you are too young or inexperienced to succeed as a financial planner, then this episode is …

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Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore 20:16

17d ago20:16

20:16

Curious about advancing your career in financial planning? Join us as we sit down with Hannah Moore, the mastermind behind the Amplified Planning Externship Program, now in its 5th year. In this episode, Hannah reveals the intricacies of the program, its target audience, and the recent updates. Discover why participants return year after year, as w…

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Equity Investment 15:36

27d ago15:36

15:36

Listen in as Glyn Bolton and clarityON newcomer, IFA Administrator Joe Howe discuss equity investment in today's world. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/equity_investment.pdf All content reflects our opinion at a given time and can change as time pr…

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

24d 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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What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter 1:29:44

29d ago1:29:44

1:29:44

St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's …

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8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman 57:18

29d ago57:18

57:18

Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, st…

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

1M 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

1M 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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Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis 52:42

1M ago52:42

52:42

Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoes throughout ou…

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

2M 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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Pathway to Chartered: An insight to Chartered status 24:53

2M ago24:53

24:53

By BTS

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

2M 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…

1
Crafting a Legacy Beyond Profit: The Ethical and Community-Centric Approach of Altor Wealth Management 57:51

2M ago57:51

57:51

Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions, the gravity of…

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Shaping the Next Generation of Financial Advisers with Expert Guidance from Matt Fowler of St James's Place 1:05:23

2M ago1:05:23

1:05:23

Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today! Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success. From his transition out of c…

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Invest in Women: Accelerate Progress - International Women's Day 2024 35:31

2M ago35:31

35:31

Join Alex Langhorn, Head of Business Support at BTS and Gee Foottit, Senior Manager, Recruitment Partnerships at St. James’s Place Financial Adviser Academy as they delve into the relevance of the UN IWD 2024 campaign, Invest in Women: Accelerate Progress. Gee brings over 25 years of expertise in finance and entrepreneurship to the table. Driven by…

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

2M 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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The Power of Alignment: Culture, Values, and Growth Mindset’ with Roger Brosch, CEO of Foster Denovo 39:59

2M ago39:59

39:59

Talent Attraction Partnership Special - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube. Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession, as we sit down…

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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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Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special 1:04:20

2M ago1:04:20

1:04:20

Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni . We dissect how AI is not just revolutionising finance but becoming an indi…

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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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Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning 1:08:03

3M ago1:08:03

1:08:03

Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional t…

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

3M 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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Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning 56:35

3M ago56:35

56:35

When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning. In a conversation that…

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

3M 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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Orann Coyle – financial planning client acquisition via Instagram! 58:14

3M ago58:14

58:14

Today on the Financial Planner Life podcast we are at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management Oran is a relatively new Financial Adviser and Wealth manager based in Londonderry, Northern Ireland. Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online presence to ga…

1
Fixed Interest 9:45

3M ago9:45

9:45

Join Investment Director Glyn Bolton and Investment Manager David Eve as they discuss fixed interest and the current climate for fixed interest investments. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/fixedinterest_and_indexlinked_investment.pdf All content re…

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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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Taking a career leap: What’s holding you back? 50:01

3M ago50:01

50:01

This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path h…

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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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Achieving your career goals in financial planning 1:11:49

3M ago1:11:49

1:11:49

This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more. Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client care really is so…

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

4M 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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How to set up your own financial planning business 1:17:01

4M ago1:17:01

1:17:01

Welcome to the first episode of 2024! And what a fantastic episode to get us going! Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode. We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IF…

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

4M 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

4M 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

5M 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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How to be the best Financial Adviser you can be 47:42

5M ago47:42

47:42

Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode. These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critical point in her …

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

5M 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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Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm 1:25:50

5M ago1:25:50

1:25:50

Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group! Sam’s experience in Financial Planning puts him a cut above the rest when it comes to navigating a career as a Paraplanner. After taking on the role himself, Sam moved into managing a…

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

5M 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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Building a Financial Planning Business with Purpose 1:20:34

5M ago1:20:34

1:20:34

This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strateg…

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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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Pursuing Progression in Your Financial Planning Career 1:16:43

5M ago1:16:43

1:16:43

This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd. Ben started his career straight out of education, as an apprentice client services administrator within a Financial Planning firm, moving into paraplanning after 2 years, before pursuing his qualificat…

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How YOU can find a job in the finanical planning profession, without the need of a recruiter! 9:50

6M ago9:50

9:50

Bonus Episode In this short episode, we empower you with a rinse-and-repeat strategy for marketing yourself out to financial planning firms to secure interviews and at the very least a solid network to lean into as you gain more qualifications and experience, this is perfect for those studying without experience, and looking to get their foot in th…

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

6M 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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Risk 11:23

6M ago11:23

11:23

Join Glyn Bolton and our newest adviser Tuhin Miah in discussing risk when it comes to wealth management and investing, including the various pitfalls one may succumb to when it comes to portfolio diversity. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/asset_al…

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LinkedIn Lead Generation for Financial Planners 1:19:14

6M ago1:19:14

1:19:14

This week we are giving away some absolute GOLD on the Financial Planner Life Podcast as we speak with Paola Forsberg, Founder and CEO of Paola Forsberg Consulting Ltd, specialists in lead generation for the Financial Planning profession. Paola is a seasoned professional in the world of lead generation, especially around utilising LinkedIn to gener…

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Paraplanner Podcasts

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