A New Financial Planning Framework for the Millennial Generation
VIENNA, Va., September 5, 2017 – This year’s September issue of the award-winning, peer-reviewed Journal of Financial Planning explores opportunities and challenges for the next generation of financial planners and clients. The cover story of the issue titled “Serving Millennial Clients with a 3-Step Model” was written by Russell Kroeger, CFP®, EA, and Yusuf Abugideiri, CFP® and features an exciting new framework to help financial planners engage the millennial generation.
The model is based on grounded concepts, including policy-based financial planning® and the financial planning process, that originate from some of the brightest minds in the profession. These concepts provide a strong foundation on which the authors build an argument for the importance of understanding generational worldviews, addressing the balance between instant and delayed gratification, and collaborating authentically with millennials.
The duo presented their model to a group of financial planning practitioners at the Financial Planning Association’s Far West Roundup conference and they plan to continue to share the framework within the profession in service of the next generation of planners and clients. Yeske Buie, a recognized leader in the financial planning profession, is a proud supporter of the work of these two well-established CFP® professionals; Yusuf Abugideiri is a Senior Financial Planner with eight years of experience at Yeske Buie and Russell Kroeger is a recent graduate of Yeske Buie’s Financial Planning Resident Program and has since founded his own financial planning practice.
The full article is available on the Journal of Financial Planning website.
About Russell Kroeger, CFP®, EA
Russell is the founder of Paradigm Wealth Architects, holds a bachelor’s in finance from Virginia Tech and is pursuing a master’s degree in financial planning and taxation at Golden Gate University. He’s a graduate of Yeske Buie’s financial planning resident program and the FPA Residency Program, and was a 2016 NexGen co-director for FPA of San Francisco. He now serves as director of advocacy for San Francisco as a representative of FPA of California, as well as the NexGen representative for the OneFPA Advisory Group.
About Yusuf Abugideiri, CFP®
Yusuf holds a bachelor’s in finance from Virginia Tech and a master’s degree in economics from George Mason University. He served as the director of public relations of FPA of the National Capital Area. He has also served as co-chair of the Recent Alumni Board of the Pamplin College of Business at Virginia Tech since 2015; he visits campus frequently to speak to current and prospective students. He is a graduate of the FPA Residency Program, and in 2016 was named to InvestmentNews’ 40 Under 40 list and WealthManagement’s list of the top CFP® holders under age 36.
SOURCE – Yeske Buie