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This week we are excited to welcome Sasha Grabenstetter to the show! Sasha is a new AFCPE Board Member and the Financial Planning Education Consultant at eMoney Advisor who shares AFCPE's passion for creating a more integrated field that better serves all individuals and families.
In this episode, we discuss the benefits of building financial planning practices that offer wrap-around services and talk about the value in building strong referral partnerships between counselors, coaches, and planners. Sasha is a gifted educator with infectious energy, making this a must-listen episode!
Show Notes:
1:36 Why AFCPE and the AFC®?
6:05 What is eMoney?
7:33 Into Sasha's work with eMoney
9:26 How the CFP and AFC complement each other
11:46 Financial planning firms & the ever-changing landscape
16:07 More into referral partnerships and the AFC
21:41 Sasha's advice for connecting to audiences as a podcaster
23:22 Sasha's final 2 cents
Show Note Links:
eMoney Advisor
Apple Seed Program
Connect with Sasha on LinkedIn
Heart of Advice blog
Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit. |
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