Serving Younger Clientele with Project-Based Planning

https://is1-ssl.mzstatic.com/image/thumb/Podcasts115/v4/92/25/3f/92253fd1-cd37-71a6-4fd6-8158a408f8bd/mza_5979773655206619572.jpeg/600x600bb.jpg

You're a Financial Planner, Now What?

Financial Planning Association

288 episodes

9 months ago

Exploring the world of Financial Planning. Accelerating your career.

All content for You're a Financial Planner, Now What? is the property of Financial Planning Association and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Exploring the world of Financial Planning. Accelerating your career.

Careers

Business,

Investing

Serving Younger Clientele with Project-Based Planning

You're a Financial Planner, Now What?

3 years ago

Serving Younger Clientele with Project-Based Planning

Justin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning (https://assistfp.com/), a firm that caters to millennials and fitness entrepreneurs. In the latest episode of YAFPNW, Justin and Hannah Moore, CFP®, discuss the launch of his firm, important skills like networking, how Assist FP caters to a younger clientele, and more.