Ep #05: Understanding the Fee-Only Professional Association with Geof Brown
New Planner Podcast · Caleb Brown
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Geof Brown is the CEO of The National Association of Personal Financial Advisors (NAPFA), the nation's leading organization of fee-only comprehensive financial planning professionals. Today he joins the show to discuss NAPFA's mission, as well as its history and why people should look into joining NAPFA—no matter what stage of their career they're in. He also shares the current membership status and future growth goals, including his vision for the organization going forward.
Listen in as Geof explains how the NAPFA Genesis community within the organization helps to ensure new planners and fee-only firms are successful. You will hear his thoughts on the future of the profession and how to attract more diverse and inclusive candidates. If you are employed in or are considering a career in a fee-only firm, this episode is for you.
You can find show notes and more information by clicking here: https://bit.ly/2GxGSJc