In this week’s #YAFPNW we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike.
In this week’s #YAFPNW we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike. We sit in with Yusuf Abugideiri, Russel Kroeger, Lisa Kirchenbauer, and Andrew Mehari to discuss how millennials are changing financial planning, different job roles in the industry, and what we might expect in the not-so-distant future.
What You’ll Learn in This Episode:
- How millennial planners and clients are changing the financial planning industry as a whole.
- The different career paths that are opening up within financial planning.
- How larger firms are changing to serve millennial clients by integrating new, strategic planning service models.