What to Do When Your Financial Planning Clients Get Advice From Someone Else
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…
Category: Career
Financial Planning Career Paths: Joining a Firm or Starting Your Own
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?…
4 Tips to Help Your Clients Handle Financial Conflict With Each Other
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…
4 Tips for Managing Client Expectations
Being a successful financial planner requires in-depth knowledge of investing, retirement planning, and budgeting. You need to know how to help your clients manage their…
How to Prep Your Financial Planning Business for the Holidays
The holiday season will be here before we know it — and then, it’s on to the new year! This is a busy time of…
How to Choose a Financial Planning Firm as a CFP® Professional
Looking for a new job may always feel a bit intimidating, but it can be especially overwhelming when you’re just starting your career as a…
Common Client Woes, Part II: Financial Planning Myths About Income Level
As we continue our series on persistent financial planning myths, let’s talk about the idea that our services are only available to people with “extra”…
How to Disagree With a Financial Planning Client
We’ve talked before about what to do when a client goes against your advice or makes financial decisions without asking your opinion first. But what…
3 Ways to Show You Care About Your Financial Planning Clients
How do you show up for your financial planning clients? Specifically, how do you interact with your “problem” clients — the ones who tend to…
Building Trust and Growing the Financial Planner-Client Relationship
Trust is at the center of a healthy, productive financial planner-client relationship. But how do you actually build that trust? And how do you maintain…