Thursday Email (Test Friday) - Brent Neiser Podcast

Author

Matt Reiner
March 01, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Innovating Financial Education with Brent Neiser

In the latest Bridging the Gap episode, I have a compelling conversation with Brent Neiser, CEO of 'What's Next with Money.' The conversation delves into the future of financial planning, emphasizing adaptability, innovative communication strategies, and the ongoing shift toward fiduciary responsibility. Brent’s experiences underscore the multifaceted nature of financial planning, highlighting its evolving landscape and the crucial role planners play in shaping legacies and building meaningful connections.

Jump to this:

[04:57] Financial planners are important for public policy and community advocacy. The speaker highlighted the profession's role in understanding clients' concerns and societal trends. They also mentioned their desire to volunteer with the Institute of Certified Financial Planners.

[19:34] Encourage young planners to engage in pro bono work and public involvement. It's about community concern and bringing financial knowledge to public discourse.

The best is ahead!

-Matt