When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!
In this episode we go over how to incorporate positive psychology into your planning with Dr. Martin Seay. Learning how to incorporate positive psychology into you practice can help to improve your planning, communication, and relationship with your clients.
This week on the #YAFPNW podcast, Hannah Moore speaks at Texas A&M University about how new financial planners can overcome obstacles and take charge of their careers.
Part two of our #YAFPNW series with Leighann Miko delves into what it’s like to launch your own RIA and how to ride the roller coaster of entrepreneurship.