Amie Agamata) has big plans as she steps into her latest role: NexGen) President-Elect for the Financial Planning Association) (FPA). She has a multi-year goal to create a career pathway and resources to support new entries into the profession. She wants to open up NexGen gatherings to further encourage connection and network building. And she wants to create a repeatable process for succession planning within NexGen.
In today's episode, Jamie and Ana catch up with Amie in Seattle at FPA's annual conference. She shares her first money memory, the importance of networking, what it means to be part of the next generation of advisors, her early lessons as an advisor, the collaboration between FPA and Carson Coaching), and more.You can find show notes and other information at CarsonGroup.com/Framework)
