Whether you’re seeking your first financial planning job or looking for the next step in your career, it’s crucial to find an employer that’s a good fit. While compensation is an important detail, it’s not the only factor to consider. The firm you choose can have a big impact on
Whether you enjoy setting New Year’s resolutions or not, the beginning of the year is always a good time to evaluate your personal and professional life. No matter where you are in your financial planning career, now’s your chance to look ahead and choose some goals to pursue for the
Picture this: You’ve worked with your client to create a comprehensive financial plan, and everything is going well. Unexpectedly, though, something significant changes. Maybe they win the lottery or receive a large inheritance. Then come the requests for financial assistance from a child or long-lost relative. Or maybe they come
December is almost here, so it’s time to finalize your holiday shopping list! You might already have the perfect gifts picked out for your family and friends… but what about your financial planning clients? Giving holiday gifts to your clients isn’t required, but it’s a nice touch that helps you
To be a successful financial planner, you need a solid understanding of investment strategies, taxes, budgeting, and other pillars of actual financial planning. But technical knowledge is only part of the equation. You also need “soft skills” to build long-lasting trust with your clients. “Soft skills” are key traits that
Financial planning is a broad profession, and there are many different paths you can take during your career. As you learn more about the specific niches and opportunities available, you can decide which skills to focus on so you can serve your ideal clientele. Part of choosing your career path
Earning your CFP® certification is a commitment. You have to complete courses through a CFP Board Registered Program, study for and take the CFP® exam, and complete thousands of hours of experience. The thought of going through all of those steps can be overwhelming. And technically, you can work in
Congratulations on making it this far in your journey to become a Certified Financial Planner (CFP®)! We know how much hard work, dedication, and countless hours of study you’ve already invested. Preparing for the CFP® exam is no small feat, and we admire your commitment to your certification — and
Many of us have heard of the “sandwich generation” — the age when people are both taking care of growing or young adult children and navigating care or health concerns for their aging parents. However, this term doesn’t quite encompass the experience of immigrant families. While they are technically “sandwiched”
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