🚀 How Do We Attract and Develop the Next Generation of Financial Planners?
In this episode of Financial Planner Life, I sit down with Carla Brown, President of the Personal Finance Society (PFS) and Founder & CEO of Oakmere Wealth Management, to discuss the biggest challenges and opportunities in financial planning today.
🎯 We cover:
✅ The PFS Professional Map – A clear framework for career progression in financial planning.
✅ The real skills gap – Why technical knowledge alone isn’t enough & the need for relationship-building and sales skills.
✅ The importance of protection planning – Why financial planners should focus beyond AUM.
✅ The 46% increase in under-25s joining the profession – But why we still need more young talent and more womenin the industry.
✅ How PFS Power Webinars and Wealth and Women, originally a PFS mini-series and now an independent podcast, are driving real impact in financial planning.
Financial planning is an incredible career—but we need clearer pathways, better training, and more support for new entrants if we want the profession to thrive.
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