Financial Planners – Page 5 – The Flexible Advisor

Ep 62: Developing and Retaining Next Gen Talent — With Yonhee Gordon

By The Flexible Advisor | August 27, 2021

While firms may be successful in hiring younger employees, they often struggle to keep them.

In this episode, Laura Gregg and David Partain talk about successful retention strategies with Yonhee Gordon, a Principal of JMG Financial Group and the RIA’s Chief Operating Officer and Chief Marketing Officer. They discuss how a methodical hiring process and a willingness to truly get to know prospective candidates can help lead to fewer surprises and better retention. Yonhee also provides practical advice for young professionals on preparing for a successful career in the financial industry.

Yonhee Gordon discusses:

What’s powering JMG’S fast growth of assets and staff
The need to create more awareness of the profession
Her passion for connecting people both inside and outside of the industry
Steps to help find the right fit when hiring
The evolution of career paths in the advisory industry
And more

Resources:

Connect With Yonhee Gordon:

Connect With Laura Gregg:

Connect With David Partain:

About Our Guest:

Yonhee Gordon is Chief Operating Officer and Chief Marketing Officer at JMG Financial Group, an RIA with more than $4 billion in AUM located in suburbs of Chicago. Yonhee is also a principal owner of the firm, a member of its Executive Committee, Board of Directors, and spearheads JMG’s involvement in community service. She focuses her efforts on organizational development to ensure the sustainability of JMG’s long-term operations. Yonhee is a certified financial planner and prior to her current role, she served as a financial advisor to clients at JMG by providing tax and wealth management services.

Yonhee is a sought-after speaker throughout the industry and is a board member for many organizations including Dominican University, The Foundation for Financial Planning, Charles Schwab’s inaugural DEI Advocacy Board and Almost Home Kids (affiliated with the Anne & Robert H. Lurie Children’s Hospital of Chicago.

Outside of business, Yonhee enjoys travelling with her husband and two sons and volunteering for nonprofit organizations that benefit special-needs children.

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Ep 61: Four Pillars of DE&I from the CFP Board’s Center for Financial Planning – With D.A. Abrams

By The Flexible Advisor | August 20, 2021

Building a Diversity, Equity and Inclusion program (DEI), can be a daunting task. Leaders understand that it’s so much more than just hiring people that look different from one another.

In this episode, Laura Gregg and David Partain welcome D.A. Abrams, Managing Director at the CFP Board’s Center for Financial Planning. He identifies four key pillars that are necessary to build and sustain a DE&I program. D.A. also discusses why this should be a business imperative and how firms of all sizes will benefit over time by acting with intention today. Learn how to gain a competitive edge over other firms that aren’t taking action on DE&I today.

D.A. Abrams discusses:

The mission of the CFP Board’s Center for Financial Planning
Four critical pillars of engagement in a DE&I program
How to use geography to your advantage when expanding your business
Why to invest in career changers
Mentorship opportunities through the Center for Financial Planning
And more.

Resources:

Connect with D.A Abrams

D.A. Abram’s LinkedIn

Connect With Laura Gregg:

Connect With David Partain:

About Our Guest:

Managing Director, Center for Financial Planning

David Anthony (D.A.) Abrams, CAE joined the CFP Board as Managing Director for the Center for Financial Planning in November 2019. In his role, D.A. is responsible for the following: Cultivating a quality workforce to ensure the profession can recruit and retain the talent it needs to grow; Fostering a more diverse financial planner workforce that reflects the changing demographics in the United States; and Elevating the discipline of financial planning to increase the stature and recognition of financial planning faculty and educational programs and provide practitioners with cutting-edge knowledge to thrive and provide outstanding service to clients.

D.A. is the immediate past Chief Diversity and Inclusion Officer for the United States Tennis Association (USTA), a position he assumed in February 2012 and concluded prior to joining the CFP Board. During his 26 years with the USTA, D.A. served as the Executive Director and Chief Staff Executive for two (2) of the Association’s 17 Section offices; USTA Eastern, and USTA Missouri Valley.

In addition, D.A. served as the staff member of the Diversity & Inclusion Committee, Hispanic Engagement Advisory Group, National Committee Appointment Process and was chair of the D&I Advisory Group at the USTA. Further, he was the chair of the USTA’s Accreditation Review Committee.

Moreover, D.A. serves as the National Association of Asian American Professionals Board of Directors – Treasurer and is a Board Member of Diversity MBA. Also, D.A. is a former President of the Diversity & Inclusion Sports Consortium.

He played collegiate tennis at Millersville University in Pennsylvania where he earned his undergraduate degree in business administration, concentration – accounting. Subsequently, D.A. earned a master’s degree from Metropolitan State University in Minneapolis, MN. D.A. earned his Certified Association Executive (CAE) credential in 2010.

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Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen

By The Flexible Advisor | April 16, 2021

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!

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