Find Your Place in the Profession
In this episode, Luis F. Rosa, CFP®, EA, covers the importance of mentorship, how to define your place within the profession as a new planner, and how everyone can find a home within financial planning.
Leveraging Opportunities for Your Career
In this episode, Molly Balunek gives action items for financial planners to take when they’re looking to be the best CFP® professional – whether they want to develop a career track at their firm or eventually start their own business.
Focus on Your Message
This episode is perfect for financial planners who are working on improving their marketing strategy for their practice. Whether you love marketing, or you think it’s totally intimidating, Taylor Schulte, CFP®, has some fantastic tips for you!
Finding Your Identity, Purpose, and Impact
In this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen planner, and the best ways to communicate your identity in this profession. Ready to dive in? Tune in now!
Forging a Path to Partnership
Adam Werner, CFP®, CPWA®, is a wealth advisor and Vice President of EP Wealth Advisors. In this episode, Adam joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both inside and outside of the office. They also explore how to approach firm owners about ownership conversations and what to expect when you become a partner.
The Value of Next Generation Planners
Nathan Harness from Texas A&M and Kate Healy from TD Ameritrade Institutional join us at this year’s NexGen Gathering. Together, they explore a wide range of topics about the next generation of financial planners, and how they plug into the financial planning profession’s landscape.