RiankaSep 15, 2015Who Are the Next Generation of Planners and Clients?We are planners who have witnessed firsthand what a lack of financial knowledge can do to our families and friends. We are armed with the...
RiankaApr 3, 2015A Young Planner’s Advice to the ProfessionKey ways seasoned financial planners and firms can help the next generation of planners, themselves and their firms. I started my...