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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February 2021: Table of Contents


 

COVER STORY

5 Reasons a Retainer-Based Business Model Makes Sense
Steve Swicegood, CFP®


ARTICLES

Lessons from Comedy: Setting Career Benchmarks Can Help Next-Gen Advisers
Rafael Bernard, MSFP, CFP®

What Serving on My Local FPA Chapter’s Board of Directors Has Meant to Me
Haley Tolitsky, CFP®


CAREER PATHS

Expanding Career Paths to Include Research and Teaching
Christina Lynn, CFP®, AFC®; and Josh Harris, MBA, CFP®, AFC®


TIPS FOR THE NEXGEN COMMUNITY

10 Essential Steps to Fast-Tracking Your Financial Services Career 
Dominique Henderson, CFP®