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From Introverted Beginnings to a Promising Future in Financial PlanningFrom Introverted Beginnings to a Promising Future in Financial Planning

Kevin Clark was apprehensive about entering the financial planning industry, particularly because of his introverted nature.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

October 18, 2023

Despite a family background in the business, Kevin Clark struggled with communicating, which he believed was crucial in building a successful business in the financial advice industry. However, with the help of organizations like FPA NextGen, Kevin overcame his communication challenges.

He is thrilled to see a surge in the engagement of young professionals in the industry, noting that there's a rising demand for involvement and contribution, making the future of the industry look promising.

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.