Financial Planning

Dec 04 2024 99 ep. 23 mins 40
Financial Planning Podcast artwork

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

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Exploring the effects of climate change on weather

Dec 04 2024 31 mins  
Dr. Lou Gritzo, Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.

FP podcast host Justin L. Mack signs off

Jan 10 2024 5 mins  
The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

Why RIA custody is ready for another shakeup 

Dec 27 2023 29 mins  
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.

Preston Cherry and Tom Rieman break down the ideal advice experience

Dec 13 2023 28 mins  
The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

How to have more impactful ESG conversations with clients

Nov 29 2023 23 mins  
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.

The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance

Nov 08 2023 23 mins  
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.

The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia

Oct 25 2023 30 mins  
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.

Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron

Oct 11 2023 22 mins  
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.

Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane

Sep 27 2023 23 mins  
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.

Solving the organic growth mystery, with John Wernz of Great Hill Partners

Sep 13 2023 26 mins  
The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.