Harold Evensky, sometimes called The “Dean” of Financial Planning, loves this profession. This year, he was awarded with the P. Kemp Fain, Jr. Award - which is often equated to the lifetime achievement award for financial planners.
The most amazing thing about this conversation with Harold is that he has a history that’s deeply connected to progress and forward-thinking in the financial planning profession. This background provides him with an unparalleled view of where this profession could evolve in the next 40 years, and what the biggest issues we’re facing today.
Talking to Harold was eye opening in so many ways. He covers everything from the future of index funds, to the way he views the fiduciary rule evolving and becoming more prevalent in the profession in the next several years. You won’t want to miss this episode that’s chock-full of insights from The “Dean”!
What You’ll Learn:
- How Harold got to where he is today
- What he loves about the financial planning profession
- Who has influenced him
- What he believes the biggest issues financial planners face today as individuals and as a profession
- Where he sees the profession going in the next 40 years
- The importance of education in the financial planning profession
- Reduce the focus on analytics and statistics in academia and instead focus on practical studies that can be used in the field
- Where Harold believes advisors and students can provide value
- How to expand your interest as a financial planning student
- His opinions on investing and the future of index funds
Evensky Katz Foldes Financial Wealth Management
Personal Financial Planning at Texas Tech University
Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor