What is Keeping Financial Planners and Their Clients Up at Night?

Wednesday, May 8

5:15 PM - 6:15 PM

Location: Grande Ballroom A

Moderator(s)

Julie Littlechild

Founder, Absolute Engagement
Absolute Engagement

Panelist(s)

Caleb Silver

Editor-in-Chief
Investopedia

Panel Member(s)

Michael Futterman

Head of Knowledge LabsTM Professional Development
Janus Henderson

Panelist(s)

Kimberly Bridges, PhD, CFP®, CPWA®

New research from FPA, Janus Henderson Investors and Investopedia reveals the forces that are causing stress for financial planners and the clients they serve, and the tactics being employed to combat that stress. Join this panel discussion to explore the research and learn how to address the stresses of operating a financial planning practice and to better serve clients.