Episode 68:

Building a More Integrated Financial Planning Field with Sasha Grabenstetter, AFC®

Download the transcript or watch on Youtube!

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.

On 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

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