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Promoting Financial Literacy for the Next Generation with Mac Gardner


Mac Gardner shared with us his mission for improving financial literacy for children using books and technology. Watch the interview.

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Tackling the Challenges of Hiring in the Post-COVID Market with Ken Schmitt


In our interview with Ken Schmitt, he describes the current hiring and recruiting trends for employers to note in this post-COVID market.

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Identifying Purpose to Achieve Success with Christine Beckwith of 20/20 Vision for Success Coaching


In our interview with Christine Beckwith, she shares what makes her approach to coaching financial service professionals unique.

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How Building Community Helps Create a Space for Women in Finance with Sheryl Hickerson


Females and Finance™ founder Sheryl Hickerson shares her experience of growing a membership community from scratch. Listen here.

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The Trends Influencing Financial Planning Strategies for the Next Decade with Bob Veres


Bob Veres provides his insight on trends in the financial planning field and how financial planners can use these strategies to find success. Listen here.

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Using Education to Elevate the Reverse Mortgage Vertical and Change the Industry with Wendy Peel


In our interview with Wendy Peel, learn more about her approach to changing the industry by addressing the lack of education in reverse mortgages.

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The Power of Community and Simple Messaging to Build the Institute for the Fiduciary Standard


As the president of the Institute for the Fiduciary Standard, Knut Rostad knows the importance of building a community with simple messaging. Listen here to learn more.

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The Importance of Having Processes in Place to Produce High-Quality Content


Learn more about Kitces.com’s behind-the-scenes process for creating relevant and quality content with Sydney Squires, managing editor.

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Building a Virtual Externship for the Next Generation of Financial Planners, with Hannah Moore


Learn more about Amplified Planning founder Hannah Moore’s journey to creating a virtual financial planning externship to fill a gap left by the pandemic.

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How Dr. George M. Blount Transitioned From Wealth Management to Financial Therapist


George M. Blount founded nBalance Financial and shifted his focus from wealth management to the intersectionality of mental and financial health. Learn more about his journey here.

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Driving NAPFA Membership Growth Organically Through Partnerships and New Member Opportunities


Learn more about how Geoffrey Brown, CEO of NAPFA, strives to create an organization that supports financial advisors throughout their professional journey.

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Meet Anita Knotts, Founder and CEO of the Lotus Women’s Institute


We sat down with Anita Knotts, founder of the Lotus Women’s Institute, who is committed to advancing women in financial services. Watch our interview with Anita here.

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Spotlight: Meet Stephanie Gripne, Founder and Executive Director of Impact Finance Center


Find out more about Stephanie Gripne, the founder of Impact Finance Center, which helps investors donate to quality nonprofits and social ventures, in our “On Purpose” series.

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Spotlight: Meet Kira Frye, Financial Services Sales Consultant at TriNet


Meet Kira Frye, sales consultant for TriNet. Learn more about how she helps financial services companies streamline HR processes to grow.

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Spotlight: Meet Daniel Lozier, Director of Sales and Marketing at Primary Funding


Learn how Daniel Lozier, director of sales and marketing at Primary Funding, positions the company to succeed by investing in his team.

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Spotlight: Meet Kristin Hull, Founder and CEO of Nia Impact Capital


Kristin Hull, founder of Nia Global Solution, strives to make investing more accessible to all. Learn more about how she approaches the intersection of social change and finances.

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Spotlight: Meet Cameo Roberson, Founder of Atlas Park Consulting


Find out more about Cameo Roberson, the founder of Atlas Park Consulting, who helps advisory firms create a simple set of systems for success in our “On Purpose” series.

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Spotlight: Meet Marguerita Cheng, Founder and Chief Executive Officer of Blue Ocean Global Wealth


We interviewed Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth. Learn more about how she made the career change to financial planning and did it one with two kids in tow.

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Spotlight: Meet Jason Phillips, Chief of Staff at Onramp Invest


We are spotlighting Jason Phillips, chief of staff at Onramp Invest, who is helping position the company to be the go-to advisory firm for those interested in cryptoassets.

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Spotlight: Meet Morgan Simon, Founding Partner of the Candide Group


Learn about this week’s spotlight on Morgan Simon, an investment advisor who believes in the power of Impact Investing in the financial services industry.

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Spotlight: Meet Ray Lewis, Marketing Director at Brandes Investment Partners in San Diego


We are spotlighting Ray Lewis, marketing director at Brandes Investment Partners, who works to build a corporate culture of collaboration, fun, and independence.

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Spotlight: Meet Daphne Jordan, Wealth Advisor at Pioneer Wealth Management Group


We chatted with Daphne Jordan, a wealth advisor from Pioneer Wealth Management Group, who approaches financial planning and advising from a helping perspective.

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Spotlight: Meet Daniella Chuckran, Marketing Manager at Aspiriant


Today, we are spotlighting Daniella Chuckran, Marketing Manager from Aspiriant in San Diego, who shares an innovative approach to this problem.

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Spotlight: Meet Armond Croom, founder and CEO of The Financial Effect in San Diego, CA


Since I had a degree in finance, I wanted to start a business using my degree, but I wasn't sure what exactly I wanted to do. My best friend at the time, convinced me to attend a dinner where financial planners were pitching their services to new clients.

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Spotlight: Meet Ben Hockema of Illuminate


In this week’s spotlight, we interviewed Ben Hockema, founder and advisor at Illuminate Wealth Management LLC based in Chicago.

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Spotlight: Meet Marianela Collado of Tobias Financial Advisors


I was taught early on about the importance of saving and planning. It was drilled into me. My mom would always say, “I don’t care how much you make, you need to save.”

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Spotlight: Meet Sheena Gray of JPMorgan Chase & Co.


We had the honor to interview Sheena Gray, Executive Director of U.S. Wealth Management, Diversity and Inclusion Leed at J.P Morgan and Chase. In this role, she has been able to have a huge impact on the leaders across the organization.

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Spotlight: Meet Susan Weiner of Investment Writing in Boston, MA


I never thought earning a doctorate in Japanese history would lead me to a career in finance.

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Spotlight: Meet Michelle Donovan


Advisors work hard to help their clients reach their financial goals and make their dreams become a reality. I do the same for my advisor clients. I help them surpass their personal best and develop their own financial security.

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Spotlight: Meet Meredith Benton of Whistle Stop Capital


The investments we make build the world we live in. People often forget how strong that link is. When we provide capital to a company to support its growth, we allow the visions and values of its leaders to come to life.

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Spotlight: Meet Chloé Moore of Financial Staples


I’ve always been good with money, I enjoy crunching numbers and solving problems, and I find joy in helping others. Looking back, I realize that a career in finance is my calling, and I couldn’t see myself doing anything else.

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Spotlight: Meet Danielle Seurkamp of Well Spent Wealth


I didn't know much about financial planning until after college when I happened to be hired at a wealth management firm as a temporary employee. I was supposed to be there for 90 days while an assistant was out for surgery, but I ended up staying for 9 years and working my way up through the ranks.

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