Insights Business Management

Zoë Meggert is the founder of Perfectly Planned Content, a financial content agency. She provides financial advisors with organic content strategies to help them simplify and scale their marketing efforts. Zoë’s aim is to find freedom by exploring options and choices in life. “Finding freedom is not just about discovering one thing, but finding a …

In this episode of Framework, Laura Garfield and Sharon Gottula explore the serendipitous story of how they transitioned from making videos for the wine industry to financial services – all while learning the lessons of how to be a rock star on camera as they search the heavens for the perfect answer. “Relationships are front …

Jon Dauphine is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. He is a lawyer by training and has worked in the nonprofit sector for many years. In this episode of the Framework podcast, we focus on financial stability for underserved people. Jon discusses …

“It’s not what you said, it’s how you said it.” Have you ever been on the receiving end of this statement? I certainly have. And it’s a reminder that there’s much more to effective communication than just the words we say. The Corporate Finance Institute notes that effective communication can help you in all aspects …

A recommendation commonly shared with financial advisors is to dedicate time working on the business – strategic direction and improving key business functions, as a necessary complement to all the time you spend working in the business – completing important tasks and meeting with clients. Time spent in the business is far more likely to …

David DeVoe is CEO and Founder of DeVoe & Company, an investment bank and consulting firm. He has more than 20 years of experience in the business strategy and banking world and is passionate about helping entrepreneurs make the most of their business-life decisions. “It’s not like putting a deck on the back of the …

Advisors are wearing too many hats. And in many cases, they make their team members wear too many hats, too. But there’s a way to do less, elevate your practice and delegate so you can take off some of those hats: tap into the gig economy. Investopedia says the gig economy is based on flexible …

In this episode of the Framework podcast, Dan Moisand, incoming Chair of the CFP Board and past President of FPA, shares his journey of discovering the power of financial planning and how his passion for helping others has enabled him to build a successful practice on the Space Coast. “It is a cliché because it’s …

Financial planner, wealth manager, financial dream coach – these are just a few of the many titles I’ve seen advisors use to describe themselves. Some titles and designations are worth a lot more than others. You may know that, but chances are your clients do not. In the loosely regulated world of financial advisor titles, …

Amie Agamata has big plans as she steps into her latest role: President-Elect for the Financial Planning Association (FPA)’s NextGen community of new and aspiring financial planners. Amie has a multi-year goal to create a career pathway and resources to support new entries into the profession. She wants to open up NexGen gatherings to further …

Financial freedom is about having choices and designing a life where you can pursue the things that interest you and spend time with the people who matter to you. This is the view of Dr. Dave Yeske, CFP, founder and Managing Director of San Francisco-based YeskeBuie and former Chair of the Financial Planning Association (FPA). …