Latest Episodes
4
Creating an Inclusive Financial Planning Practice with Jake Nuno
Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals...
3
Fintech Plus Financial Psychology Equals Success with Greg Furer
Want to grow your financial planning practice and work smarter, not harder? Gain the insight you need to do just that in this episode,...
2
Couples & Money: Keeping Clients on the Same Page with Sonya Lutter and Michael Kothakota
Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast,...
1
The Next Level of Personalized Wealth Planning with Abbey Henderson
Welcome to the first episode of the Heart of Advice Podcast. We are covering the topics that directly affect you, the financial planning professional,...