by Kristin Beane | Mar 1, 2022 | Consumer News, FPANE News, Home Page Features
Zack Gould, Co-Founder of G&N Insurance, joins us to talk about his journey and their innovative approach to the P&C Insurance experience and how it has lead to their significant growth. He shares ideas to for financial planners to consider in dealing with...
by Kristin Beane | Feb 26, 2022 | Consumer News, FPANE News, Home Page Features
In this episode, we’re joined by author and CNBC and Investment News journalist Deborah Nason. Deb shares with us how she finds sources for her personal finance articles, her thoughts on the financial advise industry, and why she wrote the book, “The...
by Kristin Beane | Feb 25, 2022 | Consumer News, FPANE News, Home Page Features
In this episode, we’re joined by Long-Term Care planning thought leader, Harley Gordon. Harley is the creator of the CLTC (Certified in Long-Term Care) designation, a founding member of NAELA (National Academy of Elder Law Attorneys), and author of the book The...
by Kristin Beane | Feb 1, 2022 | Consumer News, FPANE News, Home Page Features
Brad speaks with Author/Business Owner/Former NFL Player, Jed Collins, CFP®. Jed discusses his path from NFL to CFP®. He delves into how his eight-year career as a professional football player ignited his passion for teaching other athletes and students about personal...
by Kristin Beane | Jan 26, 2022 | Consumer News, FPANE News, Home Page Features
Author, teacher, CPA, and CFP® certificant Jeff Rattiner joins us to share his journey from public accounting to pioneering CFP® education training for the financial advisory profession. We’ll hear about how he started the 1st financial planning education program that...
by Kristin Beane | Jan 25, 2022 | Consumer News, FPANE News, Home Page Features
In this milestone 100th episode, Chris Boyd, CFP®, is joined by a returned guest, David McPherson, CFP®, of Four Ponds Financial Planning LLC, to talk about the year ahead with COVID implications shifting processes of client meetings, hiring, marketing and office...
