You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Shaping the Profession: Growing Together with Academia

May 11, 2017

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
Sudden Money
​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Financial Planning Association® 
The National Association of Personal Financial Advisors (NAPFA)
Junior Achievement USA