Today, the NexGen community has grown to more than 2,000 members, and the FPA has started to work in concert with its leaders to develop tools and resources for advisors in the early stages of their careers.
Moore has already recorded and published more than 60 weekly 45-minute episodes of “You’re a Financial Planner, Now What?” with experts like David Yeske, Bill Winterberg, Elissa Buie, and rising young peers like Eric Roberge, Sophia Bera and Blair duQuesnay.
“We look for anyone who has information that can help planners,” says Moore. “Right now, we’re doing a lot on career path, and we’re finding people with interesting and unique career stories to show that there hasn’t been a single career path for financial planners to this point.”
The episodes cover topics that include personal experiences, like how practitioners entered the profession and became business owners, theoretical and academic knowledge, like the implications of behavioral finance and how advisors can incorporate new financial research in their practices, and practical advice, like what to do when leaving a firm or finding your practice’s niche.
For the FPA, Moore’s podcast presents a sound starting point to produce more content directed towards younger planners and to integrate that topic throughout its initiatives.
“Through our partnership with Hannah and FPA NexGen leaders, we will expand our outreach to a larger group of soon-to-be and new financial planners who will be better able to integrate with the vast amount of content and mentors available through the FPA eco-system,” said Lauren M. Schadle, FPA CEO and executive director, in a released comment. “The entire FPA team will work together to ensure that all of our communities are focused on the critical need to support the careers of the next generation of financial planners.”
The FPA says it will further expand its effort to support young advisors in the coming year.
Moore’s podcasts will be featured on OneFPA.org, but can also be found on www.FinancialPlannerPodcast.com, iTunes, Stitcher and other podcast players.