Stuff from me:

• Office Hours Community Discussion
  This is a regular offering for financial advisors, current or aspiring, to bounce ideas around on their career path, starting/growing a firm, marketing, financial life planning, serving the Gen X/Boomer demographic, venting, laughing, crying, whatever you need. The call may be just you and me or up to four of us. I’m looking forward to connecting with you and brainstorming on the ways we can, together, elevate your career and the profession.
• Financial Advisors Want to Know Podcast (November 2024)
  In this podcast, I talk about the importance building community amongst advisors and COIs in your area. These reciprocal relationships have been pivotal to my success and are a big part of what makes this such a rewarding career.
• XYPN Radio Podcast (October 2024)
  In this conversation with XYPN’s Maddie Roche, I share the journey of building a practice that reflects my values and genuinely serves my clients. Together, we dive into the critical decisions around defining my niche, shaping my marketing strategy, and finding a balance between growth and integrity.
• Only Fee Only Podcast (July 2024)
  In this podcast, I share the catalyst for starting my practice, my partnership with XYPN to launch and the local Small Business Development Center to create a business plan and help with qualifying for a small business loan.
• Bold Journey Feature (February 2024)
  In this article, I share about my experience as woman in a male-dominated industry, and the importance of opening the door for other women coming into the industry.
• Wealth In Yourself Podcast (November 2023)
  In this podcast, I share some of the details of my practice, how I work with clients, most of whom are in or near retirement, my time at Money Quotient as the Director of Communication, and how I utilize their processes and tools in my practice.
• CanvasRebel Feature (May 2023)
  In this article, I go into detail about my life-planning work with client families, sharing a few stories, and about the founding of my practice and the collaboration with the Small Business Development Center.
• Women’s Retirement Radio (January 2022)
  In this podcast, I talk about life planning tools and how they can foster meaningful client conversations.

Stuff from smart friends & others I admire:

• Financial Planning Career Resources
  Friend Wilson Liu has done a great job compiling advisor resources, including career, scholarship, job search, and a list of other advisors offering AMAs.
• The FPA Externship
  Friend Hannah Moore has an incredible online program to walk you through what it’s like to be a financial advisor over the course of a summer. Whether it’s new to you, or you’ve been advising for years, this will teach you new ways of looking at our profession.
• Getting In the Door: Starting a Financial Planning Career
  Friend Daniel Yerger wrote a great book for those new to financial planning; learn about the variety of firms out there and how to find your ideal job within this profession.
• Measure Twice Planners
  Planner Cody Garrett has hundreds of resources to help you learn more and gain CFP® CE hours.