Tag Archives: Mentorship

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



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. 


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



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

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.