Laura Youngkin shares what she’s learned about Millennials as well as how to approach negotiations well as young professionals.
In this episode Dr. Dave Yeske shares the importance of research for financial advisors. If we want to truly move forward as a profession, we have to be engaged with the research and let that help guide our work with clients.
Today we have another recorded #YAFPNW meetup with Lynn McIntire from Cadent Capital. Our topic this meeting was Networking.
For this episode, we take you inside the 2016 FPA Retreat to share a great conversation on Moving the Profession Forward through Young Advisors.
Dave Grant joins us to respond to an e-mail from Kristen, a financial advisor and listener. This is a hard profession to break into, but it is worth it!
This episode is based on a roundtable discussion about designations held on February 18th, 2016. The discussion is led by Hannah Moore, CFP® and Lynn McIntire, CFP®, CAP®, CLU, AIF, registered principal with Cadent Capital.