Next Generation Planner: February 2023

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

TABLE OF CONTENTS
 

Featured Article

Fostering Digital Relationships as a Financial Counselor

By Greg Sloan, CFP®, CEPA
 

My Career Path

Danielle Miura on Caring for Others

 

Tips for the NexGen Community

The FPA Community Weighs in on Tech Solutions