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Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Nerd's Eye View

APRIL 4, 2024

Beyond that, however, obligating financial planners to hire and train new advisors could create some unintended (and detrimental) consequences. Read More.

Financial Planner 211
Financial Planner CFP Professional Services Financial Planning 211
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4 Tips for Building an Advisor Tech Stack as a Solopreneur

eMoney Advisor

APRIL 6, 2023

An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers. There are also communities for CFP® professionals on Reddit where you can anonymously post about the tech tools you’re considering and get real-life feedback from fellow advisors. Sources: 1.

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CFP Financial Planning Clients Planning 76
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