Financial Planning and Career Advice

Financial Planning and Career Advice

How should you respond when a financial planning client says they’re moving on? Learn how to react when one of your clients decides to leave.

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6 Ways to Get More CFP® Experience Hours

If you want to become a Certified Financial Planner™, you have to meet several requirements set forth by the CFP® Board. Along with earning a degree and completing financial planning coursework, you need to log a significant number of hours of financial planning experience. However, it can be challenging to

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How can you help your financial planning clients achieve financial freedom? Start by having them define what it means to them.

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Sometimes, the hardest part of being a financial planner isn’t researching an investment opportunity or figuring out how to help a client with a complicated financial situation. Sometimes the challenge lies in the clients themselves. Every client is unique, of course. But there are certain types of financial planning clients

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People seem to love giving others unsolicited financial advice. And that means you’ll probably have to deal with financial planning clients who come to you with ideas based on what they heard from someone else. Whether clients get advice from a parent, friend, or financial personality, it can be a

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When you picture the next months, years, or decades in your financial planning career, what do you think about? Are you running your own firm? Or are you working your way up the ladder at a big, established company? Both are equally viable financial planning career paths, but they each

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Sometimes, your job as a financial planner involves conflict resolution. ou might have to figure out how to work with a client who disagrees with you or one who makes decisions that directly contradict your recommendations. But the arguments that can arise in financial planning don’t always involve you directly.

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As a financial planner, you help your clients create a road map to meet their financial goals. But that can be challenging when your clients don’t know what their goals are. Some clients just aren’t sure how to create realistic financial objectives. And others may feel pressured to pursue “traditional”

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Meetings with your clients are a crucial aspect of financial planning. But what exactly should those client meetings entail? How can you use your time efficiently? If you want to make sure you and your client get the most out of the time you spend together, you need to prepare

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