Episode 146 – Shawn Jacobson, Northrock Partners

by Kristin Beane | Mar 14, 2023 | Consumer News, FPANE News, Home Page Features

We are joined by 2022 FPA Heart of Financial Planning Award winner Shawn Jacobson. Shawn is an Advisor at Northrock Partners where he leverages over 20 years of impactful and meaningful client relationships, Shawn continues to deliver extensive education and advice in...

Episode 145 – Matthew Jarvis, The Perfect RIA

by Kristin Beane | Mar 10, 2023 | Consumer News, FPANE News, Home Page Features

Matthew Jarvis, Co-Founder of The Perfect RIA and author of Delivering Massive Value, joins host Brad Wright to discuss helping financial advisors create hyper-efficient and profitable practices. Learn how you can become more efficient and increase your firm’s...

Episode 144 – Bob Veres, Inside Information

by Kristin Beane | Mar 1, 2023 | Consumer News, FPANE News, Home Page Features

We are joined by writer and financial planning industry commentator Bob Veres. Bob is the owner, editor, and publisher of Inside Information, a newsletter of relevant curated content for the financial advisory profession and co-producer of the Insiders Forum. Bob is a...

Episode 143 – Dr. Mary Bell Carlson, Financial Behavior Keynote Group

by Kristin Beane | Feb 28, 2023 | Consumer News, FPANE News, Home Page Features

This week, we are joined by financial behavior expert, and storyteller Dr. Mary Bell Carlson, CFP®, AFC®. Mary is the president of Financial Behavior Keynote Group, a source for keynote speakers centered on financial behavior, and the author of the newly released...

Episode 140 – Julie Fortin, Northstar Financial Planning

by Kristin Beane | Feb 2, 2023 | Consumer News, FPANE News, Home Page Features

Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award winner Julie Fortin, CFP®, FBS®, CeFT®. Julie is a partner and wealth advisor with Northstar Financial Planning, a financial life planning and wealth management firm dedicated to helping women...

Episode 139 – Scott Kahan, Financial Asset Management Corporation

by Kristin Beane | Jan 21, 2023 | Consumer News, FPANE News, Home Page Features

Host Jeff Tomaneng, CFP®, is joined by 2022 FPA P. Kemp Fain, Jr., Award winner Scott Kahan, CFP®. Scott is the owner and founder of Financial Asset Management Corporation, a financial planning and advisory firm he started in 1986 with the vision to provide...