The Financial Planning Association (FPA) is taking action to drive change in our industry through both its NexGen and Pride Planners programs.
In this episode, Laura Gregg and David Partain speak with FPA NexGen President Joey Stemmle about his new leadership role and what he hopes to accomplish. He also talks about the growth of the FPA’s Pride Planners and how it is helping advisory firms create more inclusive environments for LGBTQ employees and clients.
In this episode, you will learn:
- How the FPA is working to change the financial planning landscape
- The ways different generations can learn from one another
- Why an inclusive workplace can support talent retention and client acquisition
- What companies should be doing to assist the new generation of advisors
- And more!
Tune in to discover how the new generation of advisors is going to change the industry — and what employers should be doing to help them along the way!
Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Joseph Stemmle | FPA NexGen | FPA Diversity and Inclusion | FPA Chapters
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