Episodios

  • Exploring the effects of climate change on weather
    Dec 4 2024

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

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    31 m
  • FP podcast host Justin L. Mack signs off
    Jan 10 2024

    The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

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    5 m
  • Why RIA custody is ready for another shakeup
    Dec 27 2023

    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.

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    30 m
  • Preston Cherry and Tom Rieman break down the ideal advice experience
    Dec 13 2023

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

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    29 m
  • How to have more impactful ESG conversations with clients
    Nov 29 2023

    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.

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    23 m
  • The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance
    Nov 8 2023

    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.

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    23 m
  • The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia
    Oct 25 2023

    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.

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    30 m
  • Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron
    Oct 11 2023
    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.
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    22 m
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