Episode No. 364 | June 28, 2023
Becoming a Student of Your Own Art
With Terry Bradford-Crane
If you’re interested in the impact being a student of your own art can have on your priorities and business, this episode is for you! Terry Bradford-Crane MBA, CFP® of Bradford-Crane Company went to the Naval Academy for college with a dream of becoming a pilot and an astronaut. Just …
March 03, 2021
Embracing Career Change
We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Access Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and …
March 28, 2018
Ep 145: Using Humor to Make Financial Planning Fun – The Career of Catie Hogan
From books to planning practices, the financial planning world tends to be a bit boring and stale. Catie Hogan realized this early on and channeled her humor and fun-loving nature into her book as well as her practice. She has successfully found a way to get people interested in finan …
January 24, 2018
Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice
Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They address the challenges that have been present when working with TAMPs and why they decided to launch XY Investment Solutions with the specif …