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Insights from James Lee at FPA NextGenInsights from James Lee at FPA NextGen

FPA President James Lee explains why the FPA NextGen conference is a unique event that radiates energy from young professionals passionate about financial planning.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

October 19, 2023

FPA President James Lee highlights the transformation of the industry from a sales-focused culture to one that emphasizes helping and guiding clients through their financial journeys.

Young advisors are drawn to the profession not just for monetary reasons but to genuinely help clients. Many of these up-and-coming professionals are already identifying specific niches they are passionate about to serve their clients better.

About the Author

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.