How can #financialplanners connect with Millennial and Gen Z clients?
Read our latest Industry Insights article featuring @LaurynCwilliams and Haley Tolitsky, CFP® on how financial planners can give these younger clients high-quality, relevant advice: https://t.co/PIiKuGvyUF
Women are an increasingly important demographic for the financial planning profession, as shown by studies from @McKinsey, @MerrillLynch and @millimaninsight. Read our latest Industry Insights article to learn more. https://t.co/Z3MYw4nbzZ #financialplanning
"We all must support diversity, inclusion and equity," say CFP Board Chair Jack Brod, CFP® and CEO Kevin R. Keller, CAE. Read their message: https://t.co/eVkimUT4wT #CFPPro
Read the latest from CFP Board CEO Kevin Keller on how CFP® professionals are advising their clients through this period of unprecedented market volatility caused by COVID-19. Available here: https://t.co/xCX1QA3tuZ
Today, young people worldwide are protesting climate change, and there’s a good reason why: If climate change continues to go unchecked, average global temperatures will rise 4 degrees by 2100. That’ll be very, very bad. Here’s how: #climatestrike 1/ https://t.co/Myiz8DPjvZ
Are you at the @NTENorg Conference? We used to live in Potland, Oregon! See our Travel Guide for our favorite things to eat, see + do during your visit: https://t.co/1FRKznjFQP #19ntc#nptech#nonprofits