Next Generation Planner: April 2021

This monthly digital publication provides practical, valuable content to help new financial planners develop personally and professionally as they work toward their most important career goals.

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FEATURED ARTICLE

A Glimpse into the Flat-Fee Model
by Andy Panko, CFP®, RICP®, EA


ARTICLE

How to Have the ESG Conversation
by Angela Parker, MSF, CFP®


TIPS FOR THE NEXGEN COMMUNITY

What are some misconceptions about fee models and how would you debunk them?

 

YAFPNW 

You’re a Financial Planner, Now What?
Charge What's Fair
by Matt Fizell, CFP®