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Financial Planning's Bright Future: Insights from NextGen AdvisorsFinancial Planning's Bright Future: Insights from NextGen Advisors

At the NextGen FPA Gathering, the future for financial advisors looked promising.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

October 20, 2023

Young advisors expressed their passion for the industry at the NextGen FPA Gathering, noting significant growth in CFP accredited undergraduate programs and a surge in interest towards financial planning careers.

They emphasized the importance of community within the financial planning field, stressing that it's not a competition but a collective effort to serve clients better. Advisors also highlighted the evolving role of technology and the need to serve clients throughout every life stage.

One thing is clear, and that there's a call for the financial planning profession to be recognized on par with other esteemed careers like doctors and lawyers.

About the Author

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.