Episode #05: G2 Adviser Summit at FPA NexGen Gathering 2024
Join us as Riley Saunders engages with attendees of FPA's NexGen Gathering conference, specifically those that are 2nd generation financial planners.
Riley is a second generation CFP® and wants to uncover how other 2nd generation financial planners navigate having family in the business.
At the top of the video, Riley speaks with Deshawn Peterson about lessons learned from both his father and figures outside of the financial planning industry.
Chris Wise discusses the impact on his life when it came to passive family financial socialization, the ripple effect of keeping finances one-sided in a partnership, and the importance of having grit in the world of personal finance.
Eliana Carrier shares her holistic approach to financial planning, balancing personal authenticity with professional customs, and the unique experience of attending conferences with her father.
Jason Kane offers career guidance for those with relatives in the industry, highlighting the benefits of broadening one's professional perspective by gaining experience with different companies, rather than just following in a relative's footsteps.
Amanda Diaz speaks on the need to set boundaries at work with her Mom, the importance of making financial planning accessible to a younger clientele, and embracing authenticity at your practice.
Allyson Flournoy reflects on her Mom's resilience while studying for the CFP®, her "full circle" moment when studying for the CFP®, and how friends can be a source of inspiration in your life.