May 5
How Well-Being Drives a Future Financial Planner by Caleb Brown - ThinkAdvisor
What You Need to Know
- The winner of the 2020 New Planner Recruiting Tuition Reimbursement Scholarship represents the future of the advice business.
- To help people, University of Georgia graduate Anna Schermerhorn plans to focus on their financial well-being.
- Across the industry, the various advisor designations and payment structures are confusing to clients and need to be standardized.
We’ve had many ups and downs as a country and in our business over the last year, but one thing is certain: the resiliency and adaptability of our profession.
It’s been great to see advisors step up to lead. As important is recognizing others — growing numbers who are opting to join the advisory ranks — who want to make an impact on the profession.
In highlighting this, I want to share a story about one of my University of Georgia students, Anna Schermerhorn, who aspires to do great things in our profession.
