NexGen Gathering 2017 Scholarship!

We are excited to announce a NexGen Gathering scholarship through the You’re a Financial Planner, Now What?! NexGen Gathering has been one of the most instrumental events in my career. I’m convinced that I wouldn’t be where I am today without this event. It has...

Processes – FPA DFW Seminar

We’re back with the recording of the in-person FPA DFW You’re a Financial Planner, Now What series session on Processes. In this session, Lynn McIntire from Cadent Capital joins Hannah Moore to discuss processes and share what works with clients in their practices....