Next Generation Planner: October 2020

ARTICLES

How to Have an Effective Client Meeting by Fine Tuning Your Work-From-Home Setup

By Cameo Roberson, AAMS^®

How to Strike a Balance Between Work and Life

Jamie P. Hopkins, CFP^®, Esq., LL.M., RICP^®
 

COLUMNS

AdvoKate: Nurture Yourself, Stand Out from the Crowd

By Kate Healy

How to Strike a Balance Between Work and Life

Jamie P. Hopkins, CFP^®, Esq., LL.M., RICP^®

You’re a Financial Planner…Now What? Buy into a Firm that Fits You in Structure and Culture

By Hannah Moore, CFP^®
 

TIPS FOR THE NEXGEN COMMUNITY

Advice on What You Should Do When You Want to Buy into a Financial Planning Firm