This episode is brought to you by the many incredible voices of NexGen Gathering 2018 attendees. Ian Harvey, the FPA NexGen President, also joins us to share about the theme of NexGen Gathering and how we can together, as a larger financial planning movement, grow together.
This week we had the pleasure of sitting down with Ben Granjé, a behavioral psychologist. Ben has worked for Morningstar in the past, and is now the managing director at Beconomics, a consulting firm in Belgium.
Bill Simonet, CFP® joins us to share his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA.