December 4, 202431 min
Exploring the effects of climate change on weather
Dr. Lou Gritzo, Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.
Episodes
100
Latest episode
Dec 2024
Language
EN
About the show
Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.
Listen to episodes
December 4, 202431 min
Exploring the effects of climate change on weather
Dr. Lou Gritzo, Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.
January 10, 20245 min
FP podcast host Justin L. Mack signs off
The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.
December 27, 202329 min
Why RIA custody is ready for another shakeup
The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.
December 13, 202328 min
Preston Cherry and Tom Rieman break down the ideal advice experience
The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.
November 29, 202323 min
How to have more impactful ESG conversations with clients
Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.
November 8, 202323 min
The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance
The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.
October 25, 202330 min
The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia
From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.
October 11, 202322 min
Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron
The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.
September 27, 202323 min
Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane
As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.
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