May 26, 2025 | FPA NorCal E3 | Guest: Carolyn McClanahan, Founder, Life Planning Partners

Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Carolyn McClanahan, Founder, Life Planning Partners to discuss: 👉 Do clients even care about performance?
  • Sep 29, 2025
More: On Location
Nov 3, 2025 | The FPA National Conference (Las Vegas) E7 | Guest: Crystal Alford-Cooper, CFP, President Elect, FPA

Nov 3, 2025 | The FPA National Conference (Las Vegas) E7 | Guest: Crystal Alford-Cooper, CFP, President Elect, FPA

Nov 3, 2025 | The FPA National Conference (Las Vegas) E6 | Guest: Derrick Kinney, Founder, Success for Advisors

Nov 3, 2025 | The FPA National Conference (Las Vegas) E6 | Guest: Derrick Kinney, Founder, Success for Advisors

Nov 3, 2025 | The FPA National Conference (Las Vegas) E5 | Guest: Farah Baxter, Co-founder and COO, Soalma Partners

Nov 3, 2025 | The FPA National Conference (Las Vegas) E5 | Guest: Farah Baxter, Co-founder and COO, Soalma Partners