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Financial Planning

Financial Planning

Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.

  • 5 minutes 28 seconds
    FP podcast host Justin L. Mack signs off

    The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

    10 January 2024, 4:00 pm
  • 29 minutes 35 seconds
    Why RIA custody is ready for another shakeup 

    The RIA custody landscape isn’t what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors. 

    27 December 2023, 4:00 pm
  • 28 minutes 30 seconds
    Preston Cherry and Tom Rieman break down the ideal advice experience

    The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

    13 December 2023, 4:00 pm
  • 23 minutes 1 second
    How to have more impactful ESG conversations with clients

    Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.

    29 November 2023, 4:00 pm
  • 23 minutes 10 seconds
    The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance

    The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives. 

    8 November 2023, 4:00 pm
  • 30 minutes 27 seconds
    The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia

    From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

    25 October 2023, 3:00 pm
  • 22 minutes 29 seconds
    Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron
    The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.
    11 October 2023, 3:00 pm
  • 23 minutes 41 seconds
    Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane

    As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.

    27 September 2023, 3:00 pm
  • 26 minutes 17 seconds
    Solving the organic growth mystery, with John Wernz of Great Hill Partners

    The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.

    13 September 2023, 3:00 pm
  • 32 minutes 38 seconds
    Upgrading the advisor experience, with Amit Dogra of tru Independence

    The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase “T” in his firm’s name is so important.

    30 August 2023, 3:00 pm
  • 27 minutes 14 seconds
    Changing chapters and rebranding growth, with Nitrogen CEO Aaron Klein

    The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.

    16 August 2023, 3:00 pm
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