In this week’s #YAFPNW we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike.
Bill, Katie, and Dave back to continue our conversation we started in last week’s episode. This week we discuss what we learned starting over at a new firm and even starting out on our own.
Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University joins us to discuss the past, present and future of financial planning.
We are excited to have Elissa Buie join us to discuss what is financial planning. She has quite literally wrote the book (or at least 17 chapters) of the CFP Board’s Financial Planning Competency Handbook.