

Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
Apr 4, 2024
Michael Kitces and Carl Richards discuss the professional obligation of financial planners to create job opportunities for the next generation. They explore mentorship, succession planning, and the challenges faced by new entrants in securing jobs. The conversation advocates for residency programs and efficient task delegation to enhance job opportunities within the financial planning sector.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Professional Obligation in Financial Planning Industry
03:57 • 6min
Navigating the Ethical Responsibility of Creating Job Opportunities for the Next Generation in Financial Planning Profession
09:55 • 2min
Navigating Job Challenges in Financial Planning Industry
12:24 • 16min
Exploring Residency Programs and Efficient Delegation in Financial Planning Industry
28:18 • 2min