Advice for the Next Generation of Financial Planners with Patrick Mahoney and Dennis Moore

Financial planning is a young profession compared to other careers, with the CFP designation only existing for around fifty years. What can young professionals look towards as they enter the evolving industry?

In this episode, Matt Ackermann is joined by Patrick Mahoney, CEO of Financial Planners Association, and Dennis Moore, President of Financial Planners Association, on the continual evolution of the financial planning industry and the role of young entrepreneurs looking to enter the profession. 

Patrick and Dennis discuss:

  • Where do things stand for RIAs in the current financial market
  • What issues should financial planners keep in mind as the industry evolves
  • How important is a financial advisors label
  • What advice would they give to a young advisor within the FPA
  • And more

Related: Finding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay