Practice Management | Podcasts
What is a Financial Professor?
Our NextGen in 10 Podcast is joined by Dr. Matt J. Goren, PhD, CFP®, for a discussion on pathways to becoming a professor in financial services and how advisors can adapt their skills to teaching others. Goren shares his personal story as a professor at The American College of Financial Services and his journey to that position and beyond as an example of how one can transition from active participation in the financial services field into a teaching position.
August 25, 2021
August 25, 2021
Representation | On-Demand Webcasts
Creating Better Behavioral Finance Decisions for Clients Through Money Coaching
August 18, 2021
Philanthropic Planning | Insights
The Advisor's Role in Helping Clients with Meaningful Life Transitions
August 12, 2021
Practice Management | On-Demand Webcasts
Empowering Financial Professionals Through Choice Management
August 04, 2021
Philanthropic Planning | Insights
The Unexpected Adventures of a Philanthropy Book Club's Founder
July 26, 2021
Special Needs Planning | On-Demand Webcasts
The Convergence - Special Needs Planning and Women
July 15, 2021