By Bob Veres
Source: Advisor Perspectives
I recently served as a facilitator for the annual NexGen conference, this year held on the campus of Augustana University in Moline, IL. This gave me a terrific opportunity to reacquaint myself with the luxurious living conditions of a campus dormitory. More importantly, I was able to gain insight into the very different way that the financial planning landscape looks through the eyes of younger advisors just starting their careers — and in many cases, from the bottom end of a planning firm’s organizational chart.