Dr. Nathan Harness, CFP® and Director of Financial Planning at Financial Planning Program Texas A&M University, joins Matt Reiner on this episode of Bridging the Gap to discuss the "new breed" of advisors. Nathan discusses his view on the next generation of advisors and the impact his program has through teaching investment and retirement planning courses. Nathan and Matt also dive into the skills needed for rising advisors from Gen X and Y and how this differs from previous generations, as well as the importance of increasing the speed of trust for young advisors starting careers at financial firms.
You don't want to miss this amazing conversation with Dr. Harness.
Dr. Nathan Harness, CFP® currently serves as the TD Ameritrade director of financial planning at Texas A&M University. He manages the financial planning program and teaches courses in investments, retirement planning, and comprehensive financial planning. He has lectured both nationally and internationally on global financial risk, international investing, gender-based asset preferences, and next-generation planning.
He holds a bachelor’s degree in finance from the University of Central Arkansas, a master’s degree in finance from Texas Tech University, and a Ph.D. in personal financial planning from Texas Tech University. His research on household heuristics, wealth accumulation, and retirement planning has been published in numerous journals, including Applied Economic Letters, Financial Services Review, Journal of Financial Planning, and Journal of Personal Finance. He was most recently recognized by InvestmentNews as a top 40 Under 40 financial planner, the DFW FPA Chairman’s Award recipient, and the Young Guns award winner from Texas Tech University.
Prior to his current role, Dr. Harness was an associate professor of finance and executive director of global programs at Texas A&M University-Commerce and an assistant professor of financial planning at the University of Georgia.