Name: Why Mentoring Next-Gen Financial Planners Has Proven So Satisfying
Uploaded: 2025-08-14T15:27:00Z
Duration: 1 min 4 s
Description: “I think the moment where I said, OK, I think I'm doing the right thing is when I started volunteering for organizations that are financial planning oriented,” says Riley Saunders, a financial advisor at Cassaday & Company.

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“I think the moment where I said, OK, I think I'm doing the right thing is when I started volunteering for organizations that are financial planning oriented,” says Riley Saunders, a financial advisor at Cassaday & Company.

https://m.wsj.net/video/20250814/349d98dc-dfe8-4c7e-892c-6ab2514929ab/1/hls/manifest-hd-wifi.m3u8

Why Mentoring Next-Gen Financial Planners Has Proven So Satisfying

I think the moment where I said, "Okay, I think I'm doing the right thing," is when actually I started volunteering. When I started volunteering for organizations that are financial planning-oriented and basically giving my time back and mentoring people that are truly the next generation of financial planners. Obviously, I was a part of that and I'm still a part of that, but I'm starting to get phased out the next generation. And it's really wonderful for me to look back and see any young aspiring planner and being able to help him or her in any way, shape, or form. Really, that's what gets me up in the morning. That's what makes me feel good. That's what energizes me, is really knowing that the next generation of planners are going to be strong, and I can't wait to see what they become.