You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Inside The Next Generation’s Revolution

August 06, 2019

This discussion touches on Bob’s expert insights into the current (and past) state of affairs in the profession, and we even ask him to share some of the trends and potential updates he sees coming down the pike. If you want to see how far we’ve come as financial planning professionals in Bob’s lifetime, and what the future holds for next generation planners, this is an episode you don’t want to miss.