Monthly Archives: December 2017

Presenting at 2018 FPA NorCal
Dec 16

Serving Young Professionals – An Inflection Point in Human Progress

By Russell Kroeger, CFP®, EA

Millennials are the largest generation in the United States and stand to inherit trillions of dollars in the coming decades. Serving young professionals is a growing segment and concern. Considering the technological and social forces affecting Millennials, Financial Planners have a unique opportunity to impact our society by serving this generation as they become the […]

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Far West Roundup
Dec 16

Far West Roundup – Presenter

By Russell Kroeger, CFP®, EA

The presenters for this session of the Far West Roundup (yes, they’re both Millennials…) will describe their three-step framework for taking Millennial clients through the financial planning process. How do you meet their needs while speaking to their worldviews and unique generational traits? Yusuf and Russell will explain how they’ve incorporated ideas from the profession’s […]

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YAFPNW FPA Activate
Dec 16

You’re a Financial Planner Now What? Podcast (YAFPNW)

By Russell Kroeger, CFP®, EA

You’re a Financial Planner, Now What? (YAFPNW) is a podcast supported by the Financial Planning Association we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike. We sit in with Yusuf Abugideiri, Russel Kroeger, Lisa Kirchenbauer, and Andrew Mehari to discuss how millennials are changing financial planning, different […]

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NextGen Planners Podcast
Dec 16

NextGen Planners Podcast

By Russell Kroeger, CFP®, EA

November 13th, 2017 – The NextGen Planners Podcast Building the Next Generation of Financial Planners Question Adam asks Russell: Russell’s background in Financial Planning What he does and who he works with His thoughts on serving younger clients Why he co authored a research paper for the Journal of Financial Planning What is policy based […]

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PR Newswire Press Release
Dec 16

PR Newswire Press Release

By Russell Kroeger, CFP®, EA

via PR Newswire The model is based on grounded concepts, including policy-based financial planning® and the financial planning process, that originate from some of the brightest minds in the profession. These concepts provide a strong foundation on which the authors build an argument for the importance of understanding generational worldviews, addressing the balance between instant and delayed […]

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Golden Gate University
Dec 16

GGU Financial Planning Graduate Authors Paper in Prestigious Journal

By Russell Kroeger, CFP®, EA

The September 2017 issue of the peer-reviewed Journal of Financial Planning explored opportunities and challenges for the next generation of financial planners and clients. The cover story of the issue, Serving Millennial Clients with a 3-Step Model was co-authored by Russell Kroeger, CFP®, EA, who is pursuing a Master’s Degree in Advanced Financial Planning at GGU. From 2015 to […]

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Journal of Financial Planning
Dec 16

Serving Millennial Clients with a 3-Step Model

By Russell Kroeger, CFP®, EA

Here, we propose a framework based on the six-step financial planning process through which financial planners can engage millennial clients. Use the framework to harness financial planning policies as decision-architecture to overcome the unique challenges millennials face and prepare them to be stewards of the resources they will accumulate and inherit. The framework is a […]

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