One of the most enjoyable parts of our business is the interaction with other professionals and especially when we get to cross paths with the next generation of financial planners!
Last Friday, March 29, 2019 a group of fellow professionals had the honor to be invited to panel an up and coming group of financial planners from Texas A&M University.
The next generation of Financial Planners from Texas A&M
With multiple advisers who as a norm can be very long in the tooth – one of the most enjoyable part of this event was the lunch before.
Being seated next to six or seven Next GEN up-and-coming future financial planners was awesome!
Question such as what’s your normal day look like? What’s most important? to What options in the industry look like? were discussed..
A question of knowledge of a fiduciary happily produced complete understanding by every student – this is very good news!
As a refresher, being a Fiduciary for your clients means you are held to a higher standard and work only in the best interest of the client –
All panelists were of course Fiduciaries!
Client comments from competing big universities on what type of shirt to wear garnered humor and brought the actual real world of the occupation of financial planning into a more real focus for this next up-and-coming generation – frequently many may have a much stiffer view of the industry.
A comment of 90% versus 10% garnered much attention in our discussion and raise the browse of these up-and-coming future stars.
It is so refreshing to see the industry mature as all panelists agreed that when we were first beginning our careers there was not a true path for a true fiduciary holistic financial planning firm or person.
Truly the future is very bright as these young future stars work their way into the profession and serve you the clients for many generations to come.
With a group of six or seven fellow advisers we were all very interested to hear each other’s thoughts – after the event, of course a timely discussion of current events, economics, interest rates, the economy, and the upcoming election with two fellow awesome peers made its way into our day.
The Future is Bright – So nice to give back!
Have a Great “Bright Future” Day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth