For this episode, we take you inside the 2016 FPA Retreat to share a great conversation on Moving the Profession Forward through Young Advisors.

This conversation touches on examples of how young planners have been successful, what their firms have done to help them and an honest conversation between the younger and older generations about the struggles each faces.

Ever wonder what goes through a firm owner’s mind when a young advisor asks for ownership?  Be sure to listen to the end as one firm owner shares her internal struggle when young advisors immediately ask for ownership.

I want to thank everyone who was involved in this conversation who so openly shared their struggles and perspectives.  Conversations like this are what will help move the profession forward.

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“There’s a lot of humility that’s required in this… on both sides.”


Cassandra A. Humphreys, MS, CFP®

Andrew Sivertsen, CFP®, CAP®

FPA Retreat 2017