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From Personal Struggles to Passion: NextGen Advisors Share Their Journeys From Personal Struggles to Passion: NextGen Advisors Share Their Journeys

Some financial advisors discovered their calling early in life, while others found their passion in more serendipitous ways.

Oct 20, 2023

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

Oct 20, 2023

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Facing Fears and Finding Purpose: NextGen Advisors Share Their Stories Facing Fears and Finding Purpose: NextGen Advisors Share Their Stories

Oct 20, 2023

FPA President James Lee

Insights from James Lee at FPA NextGen Insights from James Lee at FPA NextGen

Oct 19, 2023

Celeste Revelli

Empowering Financial Advisors with Technology: Insights from Celeste Revelli Empowering Financial Advisors with Technology: Insights from Celeste Revelli

Oct 19, 2023

Revolutionizing Retirement Planning: Income Lab's Next-Gen Approach Revolutionizing Retirement Planning: Income Lab's Next-Gen Approach

Oct 19, 2023

From Stay-at-Home Mom to Financial Planner for Caregivers From Stay-at-Home Mom to Financial Planner for Caregivers

Pioneering Succession Planning and Championing Financial Aid for Educators Pioneering Succession Planning and Championing Financial Aid for Educators

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

Haley Tolistsky

From Corporate Finance to Passionate Financial Planner From Corporate Finance to Passionate Financial Planner

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Blake Pinyan on Personal Drive, Technology and the Future of Financial Planning Blake Pinyan on Personal Drive, Technology and the Future of Financial Planning

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Where Does Credit and Lending Fit Into Holistic Financial Advice?Where Does Credit and Lending Fit Into Holistic Financial Advice?

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The Importance of Digital Financial Planning Experiences The Importance of Digital Financial Planning Experiences

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Building Brand Campaigns for Business Impact Building Brand Campaigns for Business Impact

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How FIDx is Transforming the Annuity Business How FIDx is Transforming the Annuity Business

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Technology Trends with Molly Weiss Technology Trends with Molly Weiss

Shannon Rosic Bill Crager Envestnet

Embracing a Holistic Financial Ecosystem Embracing a Holistic Financial Ecosystem

Shannon Rosic Dani Fava Envestnet conference

The Benefits of Embedded Finance for Advisors The Benefits of Embedded Finance for Advisors

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Robert Kirk on the Wealth Management Possibilities of AI Robert Kirk on the Wealth Management Possibilities of AI

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Dave Hagen on the Importance of Bringing a Unique Approach to Data Analytics Dave Hagen on the Importance of Bringing a Unique Approach to Data Analytics

Reed Colley Summit Wealth Systems

Reed Colley on the Advantages of a Holistic Wealth Operating Systems Reed Colley on the Advantages of a Holistic Wealth Operating Systems

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Danielle White on Busting the Myths of Going Independent Danielle White on Busting the Myths of Going Independent

What’s on an Advisor's Tech Wish List?What’s on an Advisor's Tech Wish List?

Challenges and Opportunities Around Architecting the Firm of the Future Challenges and Opportunities Around Architecting the Firm of the Future

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Top Tech Trends From T3 With Joel Bruckenstein Top Tech Trends From T3 With Joel Bruckenstein

How to Win in a Data-First World How to Win in a Data-First World

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Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change

Bob Veres: More Advisors Are Using More Types of Technology Bob Veres: More Advisors Are Using More Types of Technology

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The Impact of Influencer Marketing The Impact of Influencer Marketing

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What Does the Custodian of the Future Look Like?What Does the Custodian of the Future Look Like?