Content Level: Foundational
NAPFA Subject Area: L-Strategic Thinking

This program brought to you by LLIS, exclusive sponsor of NAPFA Genesis.

Do you know what’s next for you at your firm and in your career? How are you going to get there? As financial planners, we need to plan our careers as well; there’s no one else with a greater interest in them. Join Rockbridge CEO Patrick Rohe as he discusses the lessons he learned during his own career and challenges you to think about your next professional steps and how you might achieve them.

1. Understand different career paths
2. Learn how to objectively analyze your strengths to set achievable career goals
3. Learn how to have “the talk” with the leadership team at your firm

Patrick E. Rohe, CFP®