Sentences with phrase «generation of financial planners»
The Center will attract and develop the next generation of financial planners to replace the retiring workforce.
https://centerforfinancialplanning.org/ Not exact matches
Many financial planners are doing a poor job at, well, planning — both for the future of their own firms and in grooming the next generation of advisors.
A succession plan is a two - sided coin: ensuring business continuity for existing clients at owners» firms, and training the next generation of young financial planners.
Savvy financial advisory firms can become more successful by hiring and retaining the next generation of planners.
«Debt is saddling a generation, particularly the older end of this generation,» said Douglas Boneparth, a 30 - year - old certified financial planner with Life and Wealth Planning in New York City.
Kitces is also co-founder of XY Planning Network, an organization of financial planners who target millennial and Generation X clients and accept no compensation from selling financial products.
As a Certified Financial Planner, I work with all sorts of people to help them better understand their finances and what I see time and time again are that we are a generation of under - savers and over-spenders.