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- Title
Three Critical Considerations for New Planners.
- Authors
Saganey, Paul
- Abstract
The article emphasizes the challenges and opportunities for next-generation financial planners, addressing key considerations such as defining a vision for their practice, honing core competencies aligned with their chosen niche, and strategically expanding their reach through personal connections, mentors, and continuous education. It underscores the importance of disciplined decision-making and collaboration in navigating the evolving financial advice industry.
- Subjects
CAREER development; PLANNERS; INVESTMENT advisors; FINANCIAL planners; SALE of business enterprises; CUSTOMER experience
- Publication
Journal of Financial Planning, 2024, Vol 37, Issue 3, p24
- ISSN
1040-3981
- Publication type
Article