Episodes and Updates for #YAFPNW

The Correlation Between Mentorship & NexGen Success

René Nourse is the founder and Managing Director of Urban Wealth Management, a guest commentator on CNBC Closing Bell, and President of the Association of African American Financial Advisors. Listen to René’s insights on the progress of the profession, the role of inclusion, and how to find your place in it on this week’s episode.

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Enhancing Client Relationships Through Charitable Giving

John Hayes, the Senior Vice President of Charitable Estate Planning at the American Heart Association, shared his insights on charitable giving. John talks about how planning professionals and larger organizations like the American Heart Association are working together more and more to make an impact on the state of charitable giving.

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Saying “Yes” to Opportunities & Impact

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, talks to Hannah Moore about managing 65 – 70 hour workweeks, how he’s embraced his visionary strengths, and why the multiplier effect plays a role in everything he does. He also talks about motivation, the balance between effort and workaholism, and how strengths develop over time.

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Inside The Next Generation’s Revolution

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.

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Where Education and Practice Meet

Christine Damico, CFP®, EA, is a teacher of the profession and trailblazer of her firm. In her many years teaching at Virginia Tech, and now through her residency program at Olio Financial Planning, Christine has developed a clear idea of how focused education and residency programs can impact NexGen planners – and the profession as a whole.

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