Shaping the Profession: Growing Together with Academia

This week’s guest is  Dr. Nathan Harness,  the TD Ameritrade Director of Financial Planning at Texas A&M University. I’m excited to talk with Nathan about the past, present and future of financial planning. It is exciting to have an impact on the future of our profession and I hope young professionals continue moving our profession forward towards what it should be.

When we as practitioners partner with academia we can help each other build a stronger profession and ultimately help provide better outcomes for our clients.

hannah's signature

“If students can’t see that this is an opportunity for them then they are never going to be a part of it.”

 

40 Under 40 2016: Nathan Harness – InvestmentNews

Certified Financial Planner Board of Standards, Inc.

Texas Tech University Financial Planning Academy

About Michael E. Kitces

Sudden Money

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Financial Planning Association® 

The National Association of Personal Financial Advisors (NAPFA)

Junior Achievement USA