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: February 2021
Digital Edition
Access the latest digital edition online or through the FPA Publications app.
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®