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Insights 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.

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.

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