Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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2 guys, halfway around the world from each other, talk about stationery with the occasional guest
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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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CWP Society is proud to produce the "Wedding Planner Pro Files" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com
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Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
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Helping 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 host, Daniel Kopp. Join him as he shares his 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 that you want.
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 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.
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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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 ...
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Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that delves into in-depth conversations around relevant and timely stories that surround the urban planning realm including 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 to ...
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Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
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SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators
Society for Healthcare Strategy & Market Development
SHSMD’s Rapid Insights delivers the latest trends, innovations, and best practices for health care strategists including marketers, planners, business developers and communicators.
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Smart Start Radio: Bright Ideas from the Meeting Planner’s Toolbox is the latest podcast from Smart Meetings that tackles various issues within the meetings industry from engagement to entrepreneurship and empathy and more! This series is dedicated to the continuing education of event professionals looking to get a leg up in the latest trends within the industry from two hospitality writers who are learning themselves. Join Community Experience Editor Sara Robertson and Multimedia Editor Emi ...
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Smart Meetings’ What One Thing podcast is your shortcut to the top of the events world. We interview savvy meeting planners, speakers and industry experts about the decisions that made all the difference in their lives and careers so you can take the fast track to your dreams.
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Listen to urban planners from Toronto Metropolitan University's School of Urban and Regional Planning answer fun questions about themselves, their work, and their memories from SURP.
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Welcome to Aisle Be There For You, the podcast that helps couples with their wedding photography planning with me, William Adwin. I am a New York-based wedding photographer that has photographed several hundred weddings throughout the years. I want to bring all of that experience to you. So take a listen, make sure to follow, and I hope you enjoy!
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My Comprehensive Planner is the ONLY WAY for people to manage their finances.
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A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
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Prayers Planner Podcast is for your motivation, inspiration and encouragement to combat daily spiritual warfare and use your spiritual gifts to advance the Kingdom of God!
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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 ...
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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 profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! 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-offi ...
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Join us as we talk all things planning, crafting, and life!
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Inspiring empowering and transforming black women in the journey to wealth creation
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Welcome to The Planner Podcast! This is the go-to place for you to learn about creating plans for progress and consistent success in your life and business! https://mimjenkinson.com
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Learn all about real estate investing via entertaining, modeled stories about real estate investors with unprecedented insight into their situations.
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Exploring the world of Financial Planning. Accelerating your career.
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The podcast for dance studio owners that are ready solve problems, streamline work, and boost profits. Cover art photo provided by Efe Kurnaz on Unsplash: https://unsplash.com/@efekurnaz
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A podfic for the Ace Attorney fic, The Wedding Planner by @famousinthatanonymousway on Ao3. New chapters will (hopefully) be released each week, hehe. ALSO this podcast's bloopers are the episodes with no capital letters- when I have finished with it, they will be deleted.
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Planner Lifestyle Podcast, where productivity and aesthetics crash into the daily grind, host Jessica McWilliams takes deep dives into planning's impact on our lives and communities. From planner basics to purposeful reflections, you'll be ready to plan.
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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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 ...
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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!
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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.
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The Business Planners with The Prime Enterprise Group are a team of business professionals who assist Entrepreneurs in starting or growing a business through business plan writing, business coaching and educational webinars.
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Celebrate your Birthday in Cabo San Lucas. We also provide Birthday Party Planner and experienced Birthday Decorators at Cabo Event Planner. Visit us: https://caboeventplanner.com/birthday-parties/
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The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...
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Getting the most out of your planner or organiser to help streamline your life. The plannercast for all paper planner enthusiasts
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The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.
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Esto es #Urbanismoparamushpas Un podcast de ciudades, sus problemas y soluciones. Music original por: @juandiegoillescas Arte por Mohammed Abdelkareem @mohammedabdelkareem
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30 year financial services veteran. Father of two, grandfather of 5, husband (to the same woman) for 35 years.
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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 ...
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Welcome to Your Destination Event Planner Podcast My name is Maria Martinez and I will be talking every Wednesday about how to start, organize and manage your destination wedding so that you have a phenomenal wedding experience. If you are dreaming of a destination wedding, this podcast can clear up many doubts, so I invite you to find a cozy place, your favorite drink and join me to create your dream wedding.
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The Talent Planner Podcast offers small and medium-sized business (SMB) leaders all of the tools to win the battle for talent and dominate their industry.
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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 ...
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Welcome to the Agile Financial Planner, the podcast where seasoned retirement planner Roger Whitney discusses the latest trends, best practices, and strategies to help you improve your planning and practice management skills. In each episode, Roger explores a wide range of topics, including coaching the non-financial side of retirement (purpose, relationships, health, and mindset) as well as the technical side of things. He also shares real-life case studies, interviews with industry experts ...
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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 ...
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Ep #198: CFP Student to Director of Financial Planning in 7 Years with Jon Duggan
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Jon Duggan is the Director of Financial Planning for Procyon Partners. He joins the show today to share how he found his way to the financial planning profession, starting with an economics major before discovering financial planning and getting through the toughest parts of the curriculum. If you're interested in learning how to navigate a career …
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I’m the Problem: A Convo About Behavioral Finance
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44:54
We’re getting honest about how we can unknowingly sabotage our financial success. We’ll break down common behavioral traps like holding onto investments because we’ve already put money into them (hello, sunk cost fallacy), making decisions based on recent trends (that’s recency bias), and following the crowd just because everyone else is (herd ment…
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Dear Gentle Reader: A Wedding Planner's Passport to Prestige
4:19
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Ever wondered what sets the top wedding planners apart? Join us as Lady Whistlewed reveals the secret ingredient to their success: certification from the prestigious CWP Society. Discover how this rigorous program transforms aspiring coordinators into industry leaders, equipped with unparalleled skills in design, event management, and client relati…
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Embracing Empathy in Meetings
1:01:09
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Let us know what you think! What do you want to hear about? In this episode of Smart Start, Smart Meetings editors Eming Piansay and Sara Robertson chat with Michael Tennant, founder and CEO of Curiosity Lab, and Naomi Clare Crellin, founder and CEO of Storycraft Lab. These empathy experts have dedicated their careers to helping others embark on th…
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Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo
48:31
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48:31
Send us a text Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation with Helen Lovett, COO of Foster Denovo, as she uncovers the power of clear career development frameworks. Learn firsthand why their strategic focus has elevated employee engagement and c…
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From Planner to Personal Brand: How to Make Your Mark - Derek Pollard, PdD [Founder & Writer]
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28:06
In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, interviews Derek Pollard, Ph.D., founder of Constellar Creative, about the importance of personal branding for financial planners. They dive into strategies for crafting a unique, consistent brand that reflects your story and expertise, even if you're part of a larger organiza…
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Ep. 558: Pete returns to social media
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On this week's episode, Pete teases his return to the socials.De către Pete the Planner
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Finding the Right Firm, Fit, and Focus with Matt Stephens
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Today on the podcast I’m joined by Matt Stephens from Willow Chute Financial. Matt has had a winding career path that has taken him to a variety of roles, firms, structures, and responsibilities. During his career in financial services, he has also served as an officer in the Army Reserves since 2008. In our discussion, we chat about the pros and c…
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Answering Your Top 15 Questions 📙
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You asked and we're answering! Join the Planner Pals as they tackle questions from our community.📙 We want to hear from you!Send us an email at plannerpalspodcast@gmail.comSend us a message at https://instagram.com/plannerpalspodcast📙 Want to find us elsewhere?Jess: https://youtube.com/JashiiCorrinMark: https://www.youtube.com/@markyourpages…
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Has the Planner Community PEAKED?
1:07:47
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This week, Meg and Myra discuss life updates, Love is Blind Season 7, Kendrick Lamar doing Super Bowl Half Time Show, thoughts on Happy Planner's Fall Release, 2025 Planners we've brought so far, Craft Festivals becoming a thing, Journaling on TikTok, and the peak of the Planner Community. Want to check out the Patreon FOR FREE?! JOIN HERE to che…
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Tune in as we discuss how to transform your life by identifying your passion, finding focus, and defining your path, empowering you to seize control and unlock your full potential.De către Society for Healthcare Strategy & Market Development
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Pocket Park Ep: Pacific Northwest High Speed Rail
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26:18
Welcome to another installment of a pocket park episode! In this one, Mary and Shelley discuss all things high speed rail, including the new federal funding to study a potential high speed rail line in the Pacific Northwest. What are the exciting opportunities, but also what are the pitfalls? Is it worth it to be able to go from Portland to Seattle…
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Enhancing Collaboration Between Wedding Planners and Church Coordinators
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27:35
Why do so many wedding planners and church coordinators clash during the happiest day of a couple's life?" This episode of the Wedding Planner Pro Files Podcast is an eye-opener as we unravel the frequent misunderstandings and miscommunications that often arise between wedding planners and church staff. Emma Cockerham, with her experience in weddin…
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226: How to Design Your Perfect Schedule - *Replay with Download*
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The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!" I feel that on so many levels because that was me early on. In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 2…
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Massive Q&A (Listener Mailbag)
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Tackling the real issues you’re facing and answering a lot of listener questions that have come in about student loans. We’ll chat about the impact of possible political changes on loan forgiveness programs, share tips on managing your loans during servicer transitions, and give advice on everything from autopay issues to whether you should buy pro…
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From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner
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Send us a text Join us for an inspiring conversation with Tom Mangan, a financial planner at St James's Place, who transitioned from the fitness industry to financial planning. Discover how Tom's sports-centered upbringing, marked by his time playing football at Aston Villa and running a private training business, imparted essential qualities like …
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Ep #197: Filling Your Marketing Funnel with Lauren Hong
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32:10
Lauren Hong is the President of Out & About Communications, and she joins the show today to share how her firm helps the financial planning profession. If you're interested in learning how to enhance your firm's website, attract top talent, and build a strong personal brand as a new planner, this episode is for you! Listen in as Lauren shares insig…
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ESG- Before It Was Cool with Julian Parrott
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In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures. Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years. Join our community: www.nextgenplanners.co.uk…
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12 Steps to Go From Debt-Depressed to Financially Fabulous
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54:22
Balancing student loans and other financial goals can feel overwhelming, but it’s absolutely achievable. We’ll guide you through prioritizing your financial goals, from paying off debt to creating a solid foundation with brokerage accounts, retirement planning, and tax strategies for long-term success. In today’s episode: 04:40 Start by building an…
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It was never going to be you Babe...
1:16:25
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This week, Meg and Myra discuss life updates, IG tried to take us down, Lil Wayne not doing the Super Bowl half time show, CMA's snubbing Beyonce', First Presidential Debate reactions, Taylor Swift endorses Kamala Harris, mindful planning, 2025 planner lineup, Archer and Olive Halloween release, and holiday advent boxes. Links from this episode: Ge…
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225: Ideas to Implement - Complete a Time Study to Boost Productivity Now
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Complete a Time Study to Boost Productivity Now --------- LINKS FROM THIS EPISODE: Grab your time study template here! Episode with Michael Kitc…
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Risk Vs Reward, Career Lessons from Terry Smith CEO of Fundsmith
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41:47
Send us a text In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith (and often referred to as the UK's answer to Warren Buffet), shares his fascinating journey from a career at Barclays Bank to becoming a widely known financial services disruptor! Starting in banking, he w…
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EP 58. Tangents, Tuition, and the Sith Rule of Pens
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44:26
This week, the guys get really sidetracked by school…or the process of going back to it. Also, this episode was recorded before the news about a particular pen retailer and their unfolding issues emerged. I just forgot to post this episode in a timely manner. Urban and I will probably be discussing it next episode. Sponsor: Pen Chalet: Go to Pen Ch…
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224: Complete a Time Study to Boost Productivity Now
42:29
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42:29
On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time. Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too. Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more ba…
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The Huge Problem of Payment Caps
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16:41
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16:41
Payment caps aren’t something most borrowers think about, but they can have a huge impact on anyone using an income-driven repayment (IDR) plan. With ongoing court battles that could reshape repayment options, it's more important than ever to understand what payment caps are, how they work, and why they could mean massive shifts in how borrowers ha…
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Transforming Wedding Stress into Wedding Success: How To Educate Your Couples
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23:21
Can setting clear boundaries and acting with confidence really reduce wedding planning stress? Discover the insights of Riley Gersch, owner of Elegant Affairs by Design and a Master Certified Wedding Planner, as she unpacks the secrets to building trust from the first consultation. Riley guides you through the essentials of client rapport, setting …
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Ep #196: How to Become a Life Planner with George Kinder
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31:15
George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learni…
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Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career
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Send us a text In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey into the financial planning profession. Join us as Tracy discusses her remarkable journey from a chartered financial planner to becoming an influential voice in the financial p…
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Despite COVID-19 challenges, Mount Nittany Health's communications team revitalized corporate culture through enhanced Intranet content, a positive media campaign, and employee recognition programs. Their efforts doubled Intranet engagement, generated over 300 positive media stories, and boosted employee satisfaction, healthcare quality, and recrui…
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Friends Don’t Let Friends Skip Leg Day: Finance Edition
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43:52
Just like physical fitness, financial fitness is key to a healthy life. Discover how personalized financial goals, like a tailored workout plan, can help you build a strong foundation with smart cash flow management, debt control, and a solid emergency savings strategy. In today’s episode: 07:41 Cash flow planning makes it easier to balance your in…
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Hannah Moore, CFP® - Bringing Positive Change to the Financial Planning Profession
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43:33
Today’s recorded conversation is with special guest, Hannah Moore, CFP®, focused on how she improves the financial planning profession with her generous initiatives. If you’d like to watch the video version and dozens of other interviews, please consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.…
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What One Thing? Safety First: Protecting Your Attendees and Your Event in a Risky World with Kevin Coffey
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25:22
Send us a text In this episode of What One Thing, a Smart Meetings podcast, host JT Long, vice president and content director of Smart Meetings, explores essential strategies for ensuring safety in an increasingly risky world. JT welcomes Kevin Coffey, a travel security and meeting risk advisor, who brings decades of expertise from his time as a de…
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How to Build Trust More Quickly - Michael Clarke [Co-founder & Author]
24:38
24:38
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24:38
In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a …
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The Pros & Cons of Wedding Shows
25:35
25:35
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25:35
In this episode I will be talking about the pros and cons of attending a wedding show/wedding expo as part of your wedding planning. These events can be large scale or a smaller wedding venue-based type of event. After attending these large scale wedding shows as a vendor for many years, I ultimately decided to never do them again. However, I will …
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223: How to Write a Book in Just 6 Weeks with Guest Paul McManus
49:49
49:49
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49:49
Have you ever dreamed of writing a book, but found yourself held back by thoughts like: “It sounds too hard.” “I don’t know what I’d write about that hasn’t been done before.” “I’m not really good at writing.” “I don’t even know where to start—or who has the time?” You’re not alone in this. Many of us have the aspiration to write a book but get stu…
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Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think
1:00:36
1:00:36
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1:00:36
On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.De către Pete the Planner
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How Did Student Loans Become So Political?
37:00
37:00
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37:00
Student loan forgiveness has been a political hot potato for years, and recent moves by the Biden administration have reignited fierce debates. I’m breaking down the political chess game behind these battles and where things might go from here. In today’s episode: 09:24 Regulations unintentionally increased debt balances for borrowers 18:46 The COV…
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Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett
38:16
38:16
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38:16
Cody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to fina…
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Building an evidence-based business with Jonathon Jay
34:34
34:34
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34:34
In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth. We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more. Join our community: www.nextgenplanners.co.uk…
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Are You On Track to Become a Millionaire?
33:57
33:57
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33:57
Find out where you stand financially and if you're on track to become a millionaire. Financial experts Meagan McGuire and Sim Terwilliger explain how to evaluate savings strategies, balance debt with investments, and avoid overspending. You’ll also learn how understanding opportunity costs can help shape smarter financial decisions. In today’s epis…
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Ten Wedding Photography Planning Tips III
32:06
32:06
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32:06
In this episode I will be giving ten tips, part III, for planning your wedding photography. These are a variety of different things to keep in mind that will help you to have the best experience you can with your wedding photography.De către William Adwin
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Misguided Vendors Who Discourage Couples From Hiring Wedding Planners
20:00
20:00
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20:00
Lady Whistlewed is at it again! In her latest column she discussed the folly of wedding professionals discouraging couples from hiring wedding planners. Uncover the surprising motivations and the significant repercussions of this trend with Laurie Hartwell, CEO of the CWP Society, and her co-host Krisy Thomas, Vice President of the CWP Society. Tog…
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222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story
14:34
14:34
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14:34
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOW Find out more about Financial Cop Here Conn…
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From Retail to Financial Planning: The Transformative Journey of Godfrey Asare
1:01:36
1:01:36
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1:01:36
Send us a text Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to hi…
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Walking the Walk along with Talking the Talk of Military Transition with Heather Walrath
39:26
39:26
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39:26
I’m so grateful to have Heather Walrath joining us on the podcast today. She currently serves as financial education and accredited financial counselor at the Navy Mutual Aid Association. As part of the Education Team, Heather speaks one-on-one with servicemembers and spouses and provides group presentations to servicemembers and families across th…
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6 Planner Layouts That Always Fail📙
43:34
43:34
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43:34
What are the layouts that you ALWAYS fail to fill in? 🤔 Join the Planner Pals as they look through 6 of the ones that just don't ever work out.📙 We want to hear from you!Send us an email at plannerpalspodcast@gmail.comSend us a message at https://instagram.com/plannerpalspodcast📙 Want to find us elsewhere?Jess: https://youtube.com/JashiiCorrinMark:…
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221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty
46:57
46:57
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46:57
Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business. In this episode, I interview an advisor who started off selling senior trips, became a police officer, and th…
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Ep. 556: Are youth travel sports worth it?
58:14
58:14
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58:14
On this week's episode, Kristen, Dame, and Pete discuss the outlandish costs of youth travel sports. Kristen goes back in time to adopt Pete's perspective from 10 years ago.De către Pete the Planner
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