During the FPA NexGen conference, I had the privilege of meeting Gabrielle Whelan from SourceMedia, Inc. Stacy Schultz of Financial Planning Magazine also attended the conference, but I didn’t have the opportunity to speak with her.
Gabrielle recently posted her review of the FPA NexGen conference on Financial Planning’s website. Click here to read her article titled Notes on NexGen. I’m very thankful that she included a link to FPPad.com in her review.
I suppose I get to blow my own horn, since this is my own blog and I don’t have any editors to prevent me from doing so. Here’s my quote from the Notes on NexGen article:
I was inspired to create the blog as I hear the frustrations of young advisors-who have to pay their dues by handling operations and learning about processes before they earn the trust to do client work-so I try to make that kind of information more readily accessible to them.