New research from FPA, Janus Henderson Investors and Investopedia reveals the forces that are causing stress for financial planners and the clients they serve, and the tactics being employed to combat that stress. Join this panel discussion to explore the research and learn how to address the stresses of operating a financial planning practice and to better serve clients.

Course Objectives
  • Discuss items that are causing stress for planners and their clients.
  • Explore how to improve stress levels for planners and their clients.
Course Information
Date Presented:
June 12, 2019 2:00 PM Eastern
Length:
1 hour
FPA Member Price:
Free
Non-Member Price:
$19.00
What is Keeping Financial Planners and Their Clients Up at Night?
Speaker Information
Kimberly Bridges, PhD, CFP, CPWA  [ view bio ]
Michael Futterman  [ view bio ]
Julie Littlechild  [ view bio ]
Caleb Silver  [ view bio ]
Individual topic purchase: Selected
Products
Streaming
FPA Member Price:$0.00
Non-Member Price:$0.00