This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
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Shaping the Profession: Growing Together with Academia
MP3•Episode home
Manage episode 271213581 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week’s guest is Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University. I’m excited to talk with Nathan about the past, present and future of financial planning. It is exciting to have an impact on the future of our profession and I hope young professionals continue moving our profession forward towards what it should be. When we as practitioners partner with academia we can help each other build a stronger profession and ultimately help provide better outcomes for our clients. “If students can’t see that this is an opportunity for them then they are never going to be a part of it.” 40 Under 40 2016: Nathan Harness – InvestmentNews Certified Financial Planner Board of Standards, Inc. Texas Tech University Financial Planning Academy About Michael E. Kitces Sudden Money The Financial Planning Association® The National Association of Personal Financial Advisors (NAPFA) Junior Achievement USA
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continue reading
289 episodes
MP3•Episode home
Manage episode 271213581 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week’s guest is Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University. I’m excited to talk with Nathan about the past, present and future of financial planning. It is exciting to have an impact on the future of our profession and I hope young professionals continue moving our profession forward towards what it should be. When we as practitioners partner with academia we can help each other build a stronger profession and ultimately help provide better outcomes for our clients. “If students can’t see that this is an opportunity for them then they are never going to be a part of it.” 40 Under 40 2016: Nathan Harness – InvestmentNews Certified Financial Planner Board of Standards, Inc. Texas Tech University Financial Planning Academy About Michael E. Kitces Sudden Money The Financial Planning Association® The National Association of Personal Financial Advisors (NAPFA) Junior Achievement USA
…
continue reading
289 episodes
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