This monthly section provides practical, valuable content to help new financial planners develop personally and professionally as they work toward their most important career goals.
Next Generation Planner: July 2021
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Table of Contents
FEATURED ARTICLE
The Essential Starting Point for a Financial Adviser’s Marketing Efforts
by Angel D. Gonzalez
ARTICLE
Consider Your Past to Determine Your Niche
by Tina Wood-Wentz
MY CAREER PATH
Featuring Danika Waddell, CFP®, CSLP®
YAFPNW
You’re a Financial Planner...Now What? On Creating Rational and Impactful Goals
by Hannah Moore, CFP®