September's Journal in the Round : Next Generation of Planners Shifting the Paradigm is a podcast hosted by Hannah Moore on her weekly program, "You're a Financial Planner, Now What?" In this honest and engaging conversation, Hannah will sit around the table with Journal contributors Yusuf Abugideiri and Russell Kroeger who co-wrote the cover story on their 3-step model for serving millennial clients. They will be joined by fellow writers Lisa Kirchenbauer and Andrew Mehari, who shared their story in the September issue about building unique career paths for young planners, discussing the need for innovation in this space, and the new models being created by and for younger planners. You can listen to this episode here and on FinancialPlannerPodcast.com, iTunes, and Stitcher, starting September 26th.
NOTE: CE Credit is only available for the live presentation of this program
In this month's Journal in the Round, Andrew Clark, co-author of the lead article in the December issue of the Journal of Financial Planning, discusses his thoughts on the future of financial planning, and how in a world whereIQ is easily replaced by artificial intelligence, a planner's mastery of EQ will provide the indispensable value to clients. Andrew will be joined by Frank Paré, who also appears in the December issue, serves on the FPA's board of directors and is the 2017 president-elect. FPA leader and Knowledge Circle host,Bill Harris will moderate the panel and lead the audience Q and A.
Sustainability is a concept that is shaping the future of financial planning. As growing businesses must meet the demands of more clients and tougher regulations, building a sustainable team presents a solution to these challenges. Learn how to build a team that will support growth goals, empower the next generation, and facilitate long-term succession planning.
Level of Complexity: Overview - General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject
The FPA and Janus Henderson research shows that when it comes to succession planning, many financial planners are stuck. In fact, 51% reported that finding the right successor to their business is their top reason for hesitating to create a succession plan.
Join in this interactive, unique discussion that will empower you to jump-start the planning process, providing solid guidelines for identifying potential successors and for developing a goal oriented plan towards a easier transition to whatever comes next.
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