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.
Next Generation Planner: September 2022
TABLE OF CONTENTS
FEATURED ARTICLE
How Emotional Intelligence Can Deepen Your Client Relationships
By Kristine McManus, CRPS
MY CAREER PATH
Abby Hasling on Finding Your Way and Finding Your Voice
TIPS FOR THE NEXGEN COMMUNITY
The FPA Community Weighs in on Client Red Flags
YAFPNW
Helping Large and Small Clients at Scale with JD Bruce, CPA, PFS
By Hannah Moore, CFP®