Focused on the Future: Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent and AI’s Place in Planning

In the latest “Focused on the Future” podcast episode, CEO Kevin Keller discusses the industry’s shift from investment management to holistic financial planning, which benefits both advisors and clients. He also highlights CFP Board’s efforts to increase diversity and female representation through initiatives like the Women’s Initiative and strategic partnerships aimed at building a more inclusive pipeline of future CFP® professionals.

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