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.
Next Generation Planner: December 2020
Digital Edition
Access the latest digital edition online or through the FPA Publications app.
December 2020: Table of Contents
COVER STORY
How Financial Services Can Advance as a Trusted Profession
Jamie P. Hopkins, J.D., LL.M., CFP®, ChFC®, CLU®, RICP®
ARTICLES
Reinventing Yourself: Who Will You Be Post-COVID-19?
Kimberlee Davis, CDFA®
How to Connect with COIs to Grow Your Business
Cameo Roberson, AAMS®
COLUMN
A Day in the Life of a Financial Planner with Multiple Client Relationship Models
Justin Castelli, CFP®
TIPS FOR THE NEXGEN COMMUNITY
What Will the Profession Look Like in a Decade and What Do We Need to Do to Get There?
YAFPNW
You’re a Financial Planner…Now What? Keep up with Rapid Changes in the Profession
Hannah Moore, CFP®