by Eric Roberge, CFP®
These lessons learned will help inspire, motivate, and guide you to your own goals as a NexGen planner.
October 30, 2019. 2pm Eastern.
Our panel will focus on the next generation financial planner and how the growth of the profession has created an incredible tailwind for placement of graduates. Moderator Hannah Moore and panelists Craig Lemione, director of financial planning at the University of Illinois; Luke Dean, financial planning program director at Utah Valley University; and Nathan Harness, director of financial planning at Texas A&M University will discuss how students and sometimes even the instructors in their programs have a hard time distinguishing the different expectations, cultures and pressure new hires face across the varied career paths.
by Christine Sjölin
How to craft internships, retain staff, and create an ownership path for young talent.
by P. Kemp Fain, Jr., CFP®
by Bradley T. Klontz, Psy.D., CFP®; Faith Zabek; Colby D. Taylor, Ph.D.; Alexander Bivens Ph.D.; Edward Horwitz, Ph.D., CFP®, FBS®, ChFC®, CLU®, CSA; Paul T. Klontz, Ph.D.; Derek T. Tharp, Ph.D., CFP®, CLU®; and Meghaan Lurtz, Ph.D.
A double-blind, randomized experiment shows that employing financial psychology can increase clients’ readiness to save and financial satisfaction.