it’s not just about the blog

Learn more about Flow and Meg elsewhere on the internet.

Articles and Interviews

October 1, 2020 – Becoming Referable Podcast

Meg Bartelt On Mastering the Virtual Client Experience

September 15, 2020 – Maximum Advisor Podcast

Ep #028: How Target Market Focus Built this Advisor a Client Waiting List with Meg Bartelt

March 17, 2020 – Financial Planning Association

Ep #194: Taking Your Career as It Comes with Meg Bartelt, CFP®

June 12, 2019 – XY Planning Network Radio

Ep #208: 3 Years In and Hitting Her Stride – An Interview with Meg Bartelt

February 19, 2019 – Perfectly Planned Podcast with Zoe Meggert

2: Niche Marketing with Meg Bartelt, CFP®

October 24, 2018 – RightCapital Blog

How I Use Financial Planning to Change Lives

July 23, 2018 – Kitces.com

The Efficiency Benefits Of Niching From The Start To Launch An Advisory Firm

May 1, 2018 – Kiplinger

Look Beyond Salary to Judge a Job

April 4, 2018 – Women 2.0

Pay Attention to Your Employee Benefits

June 22, 2017 – Women 2.0

If You Work in Tech, Your 401(k) is Probably Not Enough

May 11, 2017 – Women 2.0

What Should I Do with These Restricted Stock Units?

April 20, 2017 – Kiplinger

Making Next Year’s Taxes Less Painful

April 11, 2017 – XY Planning Network Consumer Blog

I’m Ashamed of My Finances

March 27, 2017 – Kiplinger

Can You Get By Without a Financial Planner?

March 21, 2017 – women 2.0

What Should I Do With My Stock Options?

February 9, 2017 – Kiplinger

The Best Investment You Can Make Isn’t in Your 401(k)

January 12, 2017 – Kiplinger

Simple Steps to Save on Investment Fees

December 15, 2016 – XY Planning Network

The Who, What, and Why of Hiring a Business Coach

November 3, 2016 – Kiplinger

Why the Investing Gender Gap Works for Women

October 25, 2016 – Kiplinger

How to Find a Financial Adviser You Can Trust

October 20, 2016 – XY Planning Network

The Importance of Having a Story

September 15, 2016 – XY Planning Network

Do You Have a Financial Planning Philosophy?

June 7, 2016 – XY Planning Network

Financial Planner, Financial Advisor, Investment Manager: What’s the Difference?

June 6, 2016 – Montage

Making the Switch to Freelance Law – Financial Considerations

May 31, 2016 – Brazen BFF

Brazen BFF Episode 5: Money: You Can Deal

Quotes and Mentions

September 3, 2020 – Forbes

Minimizing Capital Gains When Selling Stock In Your Robinhood Account

August 21, 2020 – protocol

What Could Go Wrong With Airbnb’s IPO?

October 22, 2019 – Medium

The money-managers of the future could be cloud-based smart algorithms

October 15, 2019 – U.S. News & World Report

Becoming an Independent Financial Advisor

August 1, 2019 – Investopedia

Investopedia 100 Top Financial Advisors of 2019

June 3, 2019 – U.S. News & World Report

9 Women in Finance to Follow on Twitter

November 5, 2018 – U.S. News & World Report

How to Prepare for the Surprising Costs of Motherhood

February 5, 2018 – XY Planning Network Blog

Raising Your Financial Planning Fees

January 22, 2018 – Nerd Wallet

Do You Need a Personal Financial Advisor or Will a Robo-Advisor Do?

July 11, 2017 – XY Planning Network

CFP Board’s Proposed Rule Changes Prompt Heated Debate Online

March 23, 2017 – XY Planning Network

Flowing Forward: Patience to Planner – Meg Bartelt

February 16, 2017 – thecollegeinvestor.com

Ellevest Review: A Robo-Advisor for Women

February 6, 2017 – kalihawlk.com

Is Your Content Marketing a Huge Waste of Time?

January 16, 2017 – CNBC.com

5 steps to accelerate your career in 2017

December 9, 2016 – CNBC.com

Smart ways to spend your year-end bonus

December 5, 2016- Investopedia

How Fintech Advances Are Improving Finance for All

December 5, 2016- Investopedia

How Fintech Advances Are Improving Finance for All

October 17, 2016 – Grow from Acorns

When Saving Money Actually Costs You, Grow Magazine

September 16, 2016- Magnify Money

3 Reasons You Earn More But Still Feel Broke

As Seen In