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 8th, 2023 23m 10s

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 25th, 2023 30m 27s

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 11th, 2023 22m 29s

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 27th, 2023 23m 41s

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 13th, 2023 26m 17s

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

Upgrading the advisor experience, with Amit Dogra of tru Independence

Aug 30th, 2023 32m 38s

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.

Changing chapters and rebranding growth, with Nitrogen CEO Aaron Klein

Aug 16th, 2023 27m 14s

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.

Charitable giving in clients’ financial plans, firms’ business plans

Aug 11th, 2023 25m 3s

Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.

The evolution of financial planning technology, with Doug Fritz of F2 Strategy

Aug 2nd, 2023 36m 51s

The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.

Bringing the outsourced chief investment officer inside, with Chris Shuba of Helios

Jul 19th, 2023 22m 57s

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.

Providing financial advice to Americans living abroad, with Robert Levitt

Jul 5th, 2023 28m 41s

The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.

Ranking the robos, with David Goldstone of Condor Capital Wealth Management

Jun 21st, 2023 30m 30s

The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.

Anne Lester on why financial advisors should open a ‘window of empathy’ for younger clients

Jun 7th, 2023 29m 21s

The featured INVEST 2023 speaker breaks down the science behind our saving struggles, and details the important role advisors play in bridging the gap with the next generation.

Clients want to give back — here's how advisors can help them do philanthropy right

May 24th, 2023 21m 59s

Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them.

The many ways to leave a legacy, with American College of Financial Services President George Nichols III

May 17th, 2023 31m 28s

Inspired by two lessons his mother taught him when he was a child, this week’s FP Podcast guest has a passion for giving and helping others give that runs deep.

Cracking the cash conversation with clients, with Frank Bonanno of StoneCastle Cash Management

Apr 26th, 2023 24m 48s

With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash presents a significant business opportunity for advisors.

Why financial advisors should always keep it real, with Elements CEO Reese Harper

Apr 19th, 2023 35m 59s

The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business philosophy. To make the industry better, he encourages fellow advisors

Personalized investing and ‘polite disruption,’ with Seeds Investor CEO Zach Conway

Apr 5th, 2023 26m

The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.

Using tech to help advisors be more human more often, with Bento Engine CEO Philipp Hecker

Mar 22nd, 2023 23m 17s

Hecker wants to craft wealthtech so seamless that clients forget they’re staring at a screen and feel like they’re truly connected to their advisor.

Thematic ETFs and the great wealth transfer, with Sylvia Jablonski of Defiance ETFs

Mar 8th, 2023 23m 54s

Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.

Why you should always bring your joy to work, with Orion’s Brian McLaughlin

Feb 22nd, 2023 27m 4s

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late ‘90s. Here’s how that happy accident changed everything for him and scores of advisors.