FPA Activate

FPA Activate

Latest Episodes

Solving Today’s Problems and Building Trust for Tomorrow
September 10, 2019

Charles Adi is a financial advisor who owns and operates his own firm, Blueprint 360, in Houston, TX. In this conversation, Charles opens up about his background, the path that brought him to financial planning,

The Correlation Between Mentorship & NexGen Success
September 03, 2019

René Nourse is the founder and Managing Director of Urban Wealth Management, a guest commentator on CNBC Closing Bell, and President of the Association of African American Financial Advisors. Listen to René’s insights on the progress of the profession,...

Enhancing Client Relationships Through Charitable Giving
August 27, 2019

John Hayes, the Senior Vice President of Charitable Estate Planning at the American Heart Association, shared his insights on charitable giving. John talks about how planning professionals and larger organizations like the American Heart Association ar...

The Importance of Service, Trust, & a Shining Reputation
August 20, 2019

Tiffany Aliche, AKA The Budgetnista, is an award-winning financial educator, blogger, podcast host, speaker, and the founder of the Live Richer Academy. On this episode, Tiffany shares her story, how she grew her business into an enterprise,

Saying “Yes” to Opportunities & Impact
August 13, 2019

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, talks to Hannah Moore about managing 65 - 70 hour workweeks, how he’s embraced his visionary strengths, and why the multiplier effect plays a role in everything he does.

Inside The Next Generation’s Revolution
August 06, 2019

This discussion touches on Bob’s expert insights into the current (and past) state of affairs in the profession, and we even ask him to share some of the trends and potential updates he sees coming down the pike.

Succession Plans, Student Loans & Craft Beer
July 30, 2019

From his unconventional start in financial planning to his current “title” as the Student Loan & Craft Beer Nerd of Pittsburgh, Ryan Galiotto, CFP®, walks us through his story and shares the role that personal branding has played in his work and life.

Where Education and Practice Meet
July 23, 2019

Christine Damico, CFP®, EA, is a teacher of the profession and trailblazer of her firm. In her many years teaching at Virginia Tech, and now through her residency program at Olio Financial Planning, Christine has developed a clear idea of how focused e...

Find Your Place in the Profession
July 16, 2019

In this episode, Luis F. Rosa, CFP®, EA, covers the importance of mentorship, how to define your place within the profession as a new planner, and how everyone can find a home within financial planning.

Leveraging Opportunities for Your Career
July 09, 2019

In this episode, Molly Balunek gives action items for financial planners to take when they’re looking to be the best CFP® professional - whether they want to develop a career track at their firm or eventually start their own business.