September's Journal in the Round : Next Generation of Planners Shifting the Paradigm is a podcast hosted by Hannah Moore on her weekly program, "You're a Financial Planner, Now What?" In this honest and engaging conversation, Hannah will sit around the table with Journal contributors Yusuf Abugideiri and Russell Kroeger who co-wrote the cover story on their 3-step model for serving millennial clients. They will be joined by fellow writers Lisa Kirchenbauer and Andrew Mehari, who shared their story in the September issue about building unique career paths for young planners, discussing the need for innovation in this space, and the new models being created by and for younger planners. You can listen to this episode here and on FinancialPlannerPodcast.com, iTunes, and Stitcher, starting September 26th.
September 26, 2017
This course is no longer available for purchase.