CFP | Next Gen Mentoring Forum

Mike Panesis – Executive Director for Entrepreneurship

Mike Panesis explains what an Angel Investor is and how it works to be in this field.

Juan Ros discusses his career, his job as a Financial Planner at Forum Financial Management and gives advice to others.

Jeffrey Lang discusses the use of financial technology and the development of it in the financial workplace.

Linda Clayton talks about a new software called Decipher, helping CFP’s understand clients.

Jeffrey Lang talks about advance directives and why everyone should fill out this legal document.

Igor Zey discusses commissions in the workplace, whether it is ethical or not, and fiduciaries.

Jeffrey Lang blockchain, cryptocurrency, bitcoin and how technology is changing banking.

Michael Prior discusses technology and how to have high performance within a company.

John Thiel discusses the buy-sell agreement, the importance of it and different situations where it should happen.

Jeffrey Lang discusses the power of persuasion and the different ways to persuade, in particular with when working with clients.