Ian Harvey, CFP® shares how important it is to find a firm culture that fits who you are and what you value. He shares his career journey through excellent firms to find the one that was the right fit for him. Ian also outlined how he thinks through working with Millennial clients and how important it is to build a solid business case.


Ian Harvey, CFP® is the FPA NexGen Chair​​​​ (2019) and a financial planner at Financial Asset Management. He shares his career journey and what it meant to find the right fit for him, both in terms of firm style as well as city. When Ian moved to New York City, he realized the importance of time and how the decisions he made, both in terms of lifestyle and career choices, would impact far more than just his financial picture.

Financial planners regularly talk with clients about how to live out their values when it comes to their finances and Ian shares how his career path has followed a similar path, even when it meant taking a 50% pay cut. Ian shares how he realized that he wanted to be involved in the strategic decisions of a firm and that led him to make not only a career change, but also a lifestyle change.

Ian shares how he is approaching working with Millennial clients and walks through how to build a solid business case for working with younger clients. While he believes that it is profitable to work with the right Millennial clients, he also believes strongly in pro bono and how we, as a profession have to continue to find ways to serve those who may not have access to traditional financial planning services.

If you are working in a job that you aren’t sure is the right fit for you, this is an episode you shouldn’t miss!


What You’ll Learn:

  • How the culture of your firm and city impact your career
  • The day-to-day function of being an associate and how that role differs between firms
  • Factors to consider when changing jobs
  • Importance of building a strong understanding of the landscape of financial planning
  • How to manage your time
  • How to think through working with Millennial clients
  • How to build a business case for working with Millennial clients
  • Importance of Pro Bono and how you can get involved


FPA Pro Bono Resources & Tools

Foundation for Financial Planning

Garrett Planning Network