You're a Financial Planner, Now What?
Shaping the Profession: Growing Together with Academia
This week’s guest is Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University. I’m excited to talk with Nathan about the past, present and future of financial planning. It is exciting to have an impact on the future of our profession and I hope young professionals continue moving our profession forward towards what it should be.
When we as practitioners partner with academia we can help each other build a stronger profession and ultimately help provide better outcomes for our clients.
“If students can’t see that this is an opportunity for them then they are never going to be a part of it.”
40 Under 40 2016: Nathan Harness – InvestmentNews
Certified Financial Planner Board of Standards, Inc.
Texas Tech University Financial Planning Academy
About Michael E. Kitces
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The Financial Planning Association®
The National Association of Personal Financial Advisors (NAPFA)
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