Planner public
[search 0]
Mai Mult

Download the App!

show episodes
 
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
 
Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
 
The 10-min break for Spiritually Sensitive Introverts & Mavericks to create a lifestyle that cares for them where you harm no one but take no sh!t. The Hygge Planner show supports you in: 🌟 Living by your own standards 🌟 Expanding your comfort zone 🌟 Being unapologetically confident on will 🎁 [FREE QUIZ] Discover your inner talents https://www.ComfortZone.Rocks/quiz 💕 Want to support me? Now you can tip me at https://www.buymeacoffee.com/PurdeyPenrose 📌 Learn more at https://linktr.ee/purdey ...
 
T
The Wedding Planner Podcast

1
The Wedding Planner Podcast

Laurie Hartwell & Krisy Thomas - Certified Wedding Planner Society

Unsubscribe
Unsubscribe
Lunar
 
Join Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the Certified Wedding Planner Society, where they discuss the real lives of wedding planners, dispense business tips, and share ways you can elevate yourself and your career in wedding planning. Visit the CWP Society website for more information: www.certifiedweddingplannersociety.com
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
 
Planner Parley brings together marketing strategists under a flag of truce to talk about the challenges and triumphs they face every day. Listen along to learn strategies for strategy from some of the smartest marketers in the business. Planner Parley is a production of Truth Collective in partnership with the 4A’s.
 
Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career ...
 
So, you want to learn how to become a wedding planner? Breathe a sigh of relief. You’re in the right place. A proven process + supportive community for anyone wondering how to become a wedding planner who gets paid, published + personally fulfilled. Whether you’re in the process of planning a wedding for a friend or family member and are terrified you’ll mess it up—or you’re sick of spending countless hours on the internet stitching together a strategy for your next steps—trust me when I say ...
 
The Talent Planner Show is for growth-minded small-to-medium-sized business leaders who want to solve the #1 issues limiting the growth of their organization – people issues. We discuss how you can solve the consistent people issues facing your organization through interviews with leaders winning the battle for talent, processes, and tools for you to proactively solve your people issues. If you want to solve your people issues and accelerate growth, you're in the right place.
 
EFP offers an in-depth and sophisticated solution for reporting & analysis, consolidation, budgeting, and dashboarding to complement your use of ERP system. EFP strikes a unique balance between offering heavy weight FP&A features and ease of use. Its non-compromising approach to performance and usability ensures the finance team has a unified solution they can depend on. From powerful drill to journal, no coding dashboard setup, superior report formatting options, sensible budget workflow, a ...
 
Residential property is the only asset class we live in, it is where we raise our family’s, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are overloaded with information and one size fits all recommendations from the media, well-meaning friend ...
 
Listen to the SHSMD Podcast - Rapid Insights: for Health Care Strategy Professionals in Planning, Business Development, Marketing, Communications and Public Relations. In each episode we cover health care marketing tips, suggestions and best practices for health care marketers.
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
B
Better Planners Podcast

1
Better Planners Podcast

Oregon Chapter of the American Planning Association

Unsubscribe
Unsubscribe
Lunar
 
Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that aims to highlight and facilitate real stories about real solutions from the ground-level work of planners, community development advocates, and allied professions. With an emphasis on amplifying the voices and stories of marginalized communities. The episodes will be a resource and guide to provide insights into planning related topics people face on a daily basis that may be i ...
 
Falamos sobre planejamento estratégico, sobre seres humanos e geramos oportunidades de educação :) Temos uma proposta diferente de modelo de negócio: todo patrocínio - ou ajudará na estruturação do podcast ou ajudará dando acessibilidade a oportunidades de ensino, que serão sorteadas entre membros da comunidade PlannersBR, no Facebook. Isso acontece para que cada vez mais gente tenha acesso à essas oportunidades tanto dentro como fora do eixo Rio-SP. Mais infos dentro do podcast #1 ou no gru ...
 
If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
 
Have you ever wondered what it is like to work for a firm of Chartered Accountants and Financial Planners, or perhaps you are looking at taking that career path. Our careers series of podcast looks at exactly that as we hear from those that work at Lovewell Blake and their journey's on how they joined the firm to how they have trained, qualified and been promoted! We have also created podcasts about digital accountancy platforms, networking and more. There is something new coming all the tim ...
 
This podcast asks who you are, how you could be remembered after you die, and if all that could be creatively encapsulated in your end of life plans. I would love to reevaluate the stigma of talking about this part of the life cycle and even find joy in thinking about what matters most to each of us. I hope that recording these ideas will be useful someday to each individual and their families. I also hope that sharing how we want to be remembered reminds us each of how we want to live. Sign ...
 
The Planners on Purpose podcast is created for ambitious and driven event planners that are looking to scale their productivity, get valuable time back in their day, and focus on their personal goals and aspirations. If you want to stress less to live more, Naomi will take you on a journey of self-discovery. She will help you to uncover your hidden strengths as a leader, become more productive, so you can live the life you desire while balancing your commitments.
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
The wedding planning process can be long, but I want to help make sure it is FUN! Join me for my weekly podcast every Wednesday at 12pm PST for wedding planning tips, tricks, and just generally good vibes. Hear from guest wedding professionals for the inside scoop on what to look for when hiring vendors. Learn about budgeting, what steps to take during planning, and so much more! I want to help make your vision come to life. Let’s make a magical day for you to remember! www.theweddingplanner ...
 
Loading …
show series
 
Reviewing and assessing your progress over the last year can help to keep you on track to reach your goals. But what exactly should you do? Finish the year strong and set yourself up for success in 2023 with these key money moves from Senior Student Loan Advisors Lauryn Williams, CFP®, CSLP®, and Meagan McGuire (Landress), CSLP®. In today’s episode…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week’s episode, Dave, Cate and Pete take you through: Pet stats! Legislation confusion? The trio uncover legislation around pets and rental properties, and just how dramatically the states and territories diff…
 
Heyyyy friendsss!!! We are dunkin’ into season 6 with a recap of our recent trip to visit the Planner Girls of Southern Maine!! All the Boston, New Hampshire, and Maine fun on our first "planner official trip" since 2019. Also, we answer all the burning questions the attendees submitted at the live recording during PGSM's October Wicked Fun Weekend…
 
Bethany Park is a paraplanner at Stonebridge Financial Planning Group based out of Orlando, FL. She joins the show today to discuss her path into the financial planning profession from a teaching career. If you are considering changing careers and joining the financial planning profession, this is an episode for you! Listen in as Bethany shares why…
 
Welcome to The Hygge Planner Show. Unless you're an Hermit or a wise Human on top of the mountain, chances are you're already bombarded with hundreds of ads about end of year gifts... What if, in 2022, you start buying something for you... A tool that would support your lifestyle and give your enough space to be creative: a planner. A good companio…
 
In this weeks episode Sam is joined by Mel Abplanalp from Buckingham Gate Chartered Financial Planners. Mel is the head of operations at Buckingham Gate, she has had an unconventional but incredibly important career journey that has led her into this, the perfect role for her skillset and personality. Mel has jumped around a little bit in her caree…
 
// WATCH // ▶️ Watch this episode on YouTube // EPISODE DESCRIPTION // John Adams once said that "every problem is an opportunity in disguise." To turn a problem into an opportunity, we must first understand the problem. To understand why people problems are the number one issue facing Small to Medium Sized Businesses (SMBs) today and well into the…
 
I’m excited to welcome Adam Scherer on the podcast. He is a CFP and EA as well as having two masters degrees including in personal financial planning. In addition to running his own RIA, Adam has been a professor teaching CFP curriculum for many years. One of his primary current roles is as Vice President of Product Development and Innovation at Th…
 
Wedding Planners have seen and heard it all. There are some crazy stories we could tell. Wedding Planners in general feel misunderstood because they face so many different situations, and not always good ones. If you're a wedding planner and need to know you aren't alone, listen to The Wedding Planner Podcast! www.cwpsociety.com Certified Wedding P…
 
Working in finance can be exciting and rewarding, but it has its share problems. Although most businesses recognize the importance of data integrity and accuracy, they also face a mounting challenge in managing their financial data's increasing volume and complexity. Instead of just working more, today’s finance professionals need to find a way to …
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete explore popular pieces of money advice. And we ask the question of whether or not they’re true or not. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your personal fin…
 
On this episode ( which is a special recording from a live wedding planner mastermind call) we chatted with guest Pinterest expert Claire Coleman of CC Marketing & Design about optimizing your Pinterest account as a wedding planner. Want to learn more? Meet Claire >> https://ccmarketinganddesign.com Create Your First Pinterest Ad With Sarah >> http…
 
This week, Megan and Myra discuss 2022 Spotify Wrapped for Podcasts, Black Friday hauls, starting advent calendars, GoWild 2023 lineups so far, Good Morning America's TJ Holmes and Amy Robach, Taylor Swift fans are sewing Tickermaster, new Netflix Harry and Megan documentary, and our TV and movie updates.Want to join in on our next live show? Head …
 
We BACK! This week, Meg and Myra discuss starting 2022 holiday advent boxes, Makse Life new monthly planner, Plum Paper new hard covers, Print Pression x Goosby Twins collab release, Wakanda Forever spoilers, Inside man spoilers, and reddit AITAH story. Skip to 51:00 to avoid Wakanda forever spoilers Skip to 1:05:00 to avoid Inside Man spoilers Wan…
 
Join Camille Strickland as she gives insights into addressing diversity, equity, and inclusion in your organization’s strategy and communications plans, as discussed at SHSMD’s June member meetup. Hear how she’s seeing service line leaders, primary care practice teams, and system population health teams ban together to address access to care barrie…
 
When WakeMed Health & Hospitals sought to transform its digital front door strategy, leaders knew they wanted to create a true “digital companion” for consumers. In this session, find out how WakeMed found the right digital health platform and partner, developed an all-access digital engagement strategy, and engaged employees to build its platform …
 
Why the PSLF waiver (that expired last month) isn’t really over and the confusing extension to the student loan payment pause are just two recent developments that continue to unfold around student loans. Senior Student Loan Advisors Rob Bertman, CFA, CFP®, and Meagan McGuire (Landress), CSLP®, as well as Student Loan Advisor Sim Terwilliger, CFP®,…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: 1. Market updates – comparing Australian property and Abu Dhabi’s property differences, NSW first home buyer optional stamp duty is now live! And Crypto cur…
 
Abby Bennett is the Director of Financial Planning and Bret Tagg is an Associate Advisor with Verum Partners based out of Charlotte, NC. They both join the show today to share their journeys and experiences through the financial planning industry. If you are looking to get out of a Big Four accounting firm and begin adding value to a financial plan…
 
In this episode, Dan chats with Alex Stedman who is a FinTok Influencer on TikTok at @alexexplainsmoney. Here, they discuss the new world of financial education and how financial planners can harness the power of TikTok to educate the general public and grow an audience. Join our community: www.nextgenplanners.co.uk…
 
Get over 30% off the monthly price of our most popular Exclusive Patreon Tier ! Take an additional 10% if you sign up for an annual subscription. Valid until Monday Nov 28 @ 11:59p EST! Check out the full details over on Patreon patreon.com/plannersandwine See you there! --- Send in a voice message: https://anchor.fm/planners-and-wine/message…
 
Today's guest is Dave Robinson. Dave is a Chartered Financial Planner for Centurion Financial Planning, and it's IFA or the Highway with Dave! Pre warning, this is a long episode but well worth it. We talk about the importance of IFA and why there needs to be an IFA academy. We dive into Dave Robinson's past, and how he got into financial planning …
 
Since March 2020, the student loan pause started a trend of more generosity for borrowers — more generous programs, IDR plans, waivers, PSLF rules and more. But the past couple of weeks have seen judges strike back against many of the student loan initiatives. Learn how a federal judge in Texas struck down the entire student loan cancellation progr…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: 1. Our first listener question, which is an intriguing one. Our seasoned investor lifts the lid on some of the aspects of asset selection in relation to pin…
 
Ethan Pepper is the Founder and CEO of Orchard City Wealth based out of Los Gatos, CA. He joins the show today to share how he got started as a financial planner—and eventually started his own firm. If you are considering giving up ownership in a firm to start your own, this is an episode for you! Listen in as Ethan shares how family members influe…
 
This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the Financial Planning experience for Financial Planners and their clients. Sam Oakes is pleased to welcome back Ben Mason the CEO of Kinherit a Wills and Trust onto the podcast to talk about their one-…
 
Welcome to The Hygge Planner Show. Special episode... My plan for this episode was quite different but, at the last minute, I thought you may enjoy a quick life update... Because 2022 is quite challenging and I don't want to hide behind my computer pretending it's all Unicorns and chocolate marshmallows Teddy Bears. In this episode, I share: 📌 What…
 
This week, Meg and Myra are joined by the Patreon peeps to discuss SPOILER FREE Wakanda Forever reactions, Black Friday sales within the planner community, where we plan to shop for sales, Plum Paper new planner options, new and old holiday traditions, and our Patreon Black Friday sale! REMINDER: There will be no regular episode next week. Enjoy yo…
 
On the podcast today Sam speaks with Chris Dames. Chris is a chartered adviser and the owner of a company called Cervello which he's been building over the last 12 years. Chris has an infectiously happy character and is brimming with kindness. So much in fact that the spill over goes into a podcast he hosts called The Kindness Project, which today …
 
I’m excited to welcome Adrienne Ross on the podcast. She is a CFP, ChFC, and AFC as well as the founder of Clear Insight Financial Planning based in Washington state. Adrienne shares her personal journey as a young military spouse discovering personal finance to de-mystify the whole process. As she learned she shared her knowledge with other milita…
 
At SHSMD 22, there were many conversations about patient experience, including one Executive Dialog that focused in on human centered design and how to really reach all your healthcare consumer audiences and meet their needs. One of the important aspects of meeting patients where they are is mobile. Most healthcare journeys today start with an onli…
 
According to polls, one of the primary goals of finance managers is to enhance their planning and forecasting. Despite technology developments, budgeting and forecasting remain significant issues for many firms, regardless of size or industry. Businesses require a financial budgeting system to keep tabs on corporate spending and generate accurate i…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we talk the four dominant money behaviors. You can determine your dominant behaviors right here. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your personal finances a facelift. Explo…
 
A Texas judge blocked student loan cancellation, effectively stopping it in its tracks. Plus, the midterm elections will have an enormous impact on student loans going forward. Between these two events, you could feel the effects even if you wouldn’t benefit from cancellation specifically. I’m diving into the student loan lawsuits, the temporary pa…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Positive signs as home value index results show rate of decline slows Rental market continues to struggle as increasing rents continue, particularly for uni…
 
Snag My Wedding Planner Marketing Course here: https://www.chanceycharmweddings.com/wedding-planner-mastermind/ I built my SIMPLE wedding planner marketing plan to help you finally secure a lead stream that never stops flowing and build the business you’re dreaming of. From video training to simple checklists, and templates my marketing course incl…
 
Looking To Build A Healthy Team? Check Out My Team Course: https://www.chanceycharmweddings.com/team-growth-course/ YOU WANT TO LEARN HOW TO BECOME A WEDDING PLANNER. Breathe a sigh of relief. You’re in the right place. A proven process + supportive community for anyone wondering how to become a wedding planner who gets paid, published + personally…
 
*Recorded live in Cartagena, Columbia* In this episode, I'm excited to share my stress-free, seamless process for FINDING THE PERFECT DESTINATION WEDDING VENUE. If you've planned a wedding before, the tips I'm going to share today may surprise you! Why? Because I think we often get all kinds of nervous when it comes to planning a destination weddin…
 
This episode features my friend Maria Carras - VA Expert. ( https://www.mariacarras.com ) During our call, she will cover topics like: - What is a virtual assistant? - How to know when you're ready to hire a VA? - How to prepare your business for a VA The benefits of hiring a VA - What tasks you can outsource as a Wedding Pro - How to find and hire…
 
Hi Friend, * This epidsode, was actually filmed the week before coronavirus started in the US?! This is not lost on me. (God is faithful!) Are you feeling tension or anxiety from your clients as they navigate an ever changing world? It’s understandable right?! As planners, we are heartbroken for our clients when things don't work out the way they h…
 
🐘 The elephant in the room... After navigating round after round of postponements during Covid, I’m sharing how the Chancey Charm team navigated them and got paid! So, you want to learn how to become a wedding planner? Breathe a sigh of relief. You’re in the right place. A proven process + supportive community for anyone wondering how to become a w…
 
Inside This Episode: 2:00 - Investing too early 2:55 - Research the competition and volume of your city Snag my Free Wedding Planner Launch Guide: https://www.chanceycharmweddings.com/how-to-become-a-wedding-planner/ Are you interested in joining the Chancey Charm Planner Lead Generation Program? Learn more + apply here: https://www.chanceycharmwed…
 
Loading …

Ghid rapid de referință

Google login Twitter login Classic login