Insights Business Management

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). …

The past three years have been unprecedented on many levels. For investors and venture capital in particular, rising interest rates, hyper competitiveness and the speed of innovation have changed the game. It’s the end of an era, says Howard Lindzon, Founding Managing Partner of Social Leverage, an early-stage seed investment fund, and co-founder of Stocktwits, …

Lauryn Williams is a four-time Olympian and the first American woman to win medals in both the summer and winter games. When she retired from professional sports, she founded Worth Winning to help young professionals take control of their finances. Growing up in a family with eight children, Lauryn understood early that money was a …

Let me paint a picture: You recently hired someone who interviewed really well. They seemed incredibly competent, thoughtful and interested throughout the process. Any assessments you had them complete showed promising results. But now, a month or two in, things are not going well. You’ve trained them on what you thought was a simple task, …

“Fearless Girl” has been an inspiration to women since State Street Global Advisors first placed the statue in New York’s financial district in 2017. This representation is one of the things that Susan (Sue) Thompson, Head of Americas Distribution for SPDR ETF at State Street Global Advisors, is most proud of about her firm. “Fearless …

Aligning investments with personal values is a passion for Toussaint Bailey, and it’s the foundation of Uplifting Capital, the investment platform where he is founder and CEO. The firm was born out of the introspection that followed his processing of George Floyd’s death. “It caused everyone to reflect on where we were personally and as …

When Chris Schembra hosted a dinner party to show off his new pasta sauce recipe, he had no idea the conversation would lead him down a new career path. To foster connections, he asked his guests to name a person they had never thanked. If they could give more credit to someone, who would that …

Long-time listeners of the Framework podcast know one of the hosts’ favorite questions is about their guests’ first money memory. While it serves as an ideal conversation starter, they also realize the incredible impact past experiences have on your outlook and relationship with money throughout your life. The concept of how your money history influences …