You're A Financial Planner; Now What?

In today’s episode Charesse J Hagan, Kelli Cruz, and Heather Fortner join Kate Healy from TD Ameritrade for a panel discussion at LINC 2018. They offer fascinating insight on how non-advisor roles in the financial planning profession are evolving – and why they’re important! So many people within the financial planning profession are hyper-focused on becoming an advisor. When working toward being a revenue-generating advisor is the only career path available, many people who are happy performing their current non-advisor role feel lost within the profession, and struggle to find their place. Everyone is able to take ownership of their role within an advisory firm, and building out career paths in operations, investments, or compliance can help everyone find their stride. People each have a unique skill set, and helping people find their sweet spot where their skill set and their passions overlap can motivate non-advisors to build and grow their own career path within a firm. This panel covers so much f