CFFP #64 - The Two Sets of Eyes in Financial Services

Conversations for Financial Professionals

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2y ago 2:12

M4A•Pagina principale dell'episodio

On this week's episode of Conversations for Financial Professionals, I chat with Kate Healy about why having two sets of eyes in the financial service industry proves to benefit us all.

In the full episode, you'll discover:

🎙️Kate's story and origin in financial planning

🎙️The impact of the changing landscape of financial advice

🎙️The advantages that next generation professionals have that older professionals don't have

🎙️What the next generation needs to carry into the future of financial advice

🎙️How the CFP Board is shaping that impact

🎙️In your own words, what does the phrase "career changer" mean to you

Resources:

If you're interested in the upcoming Diversity Summit, you can check it out here: https://www.cfp.net/the-center-for-financial-planning/news/2022/08/cfp-board-center-for-financial-planning-announces--2022-diversity-summit-virtual-career-fair-agenda

Event page: https://www.cfp.net/events/2022/10/5th-annual-diversity-summit-and-virtual-career-fair

Registration page: https://web.cvent.com/event/9243a534-d739-4924-9d6b-e63bb9886159/summary

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