How to Help Your Clients Make Their Financial Lives Easier
What is your main purpose as a financial planner? You might think it’s all about teaching your clients, giving them advice, or helping them build…
Category: Career
What My Kids Have Taught Me About Being a CFP® Professional
If you’re a parent, you know how hard it can be to leave your kids at home and head off to work. This is especially…
Taking Maternity Leave When You’re a CFP®
Taking maternity leave can be stressful, especially with your first child. You might feel guilty about taking time off or worry that your clients will…
How Motherhood Has Made Me a Better Financial Planner
Are you a new (or expectant) mom? Or do you want to have kids one day? Are you wondering how motherhood will affect your CFP®…
Dealing With Clients Who Are Emotional About Money
Have you ever had a client who treated every suggestion like an accusation? Who reacted emotionally whenever you asked questions about their budget or made…
What to Do When You Make a Mistake as a CFP® Professional
How do you handle things when you make a mistake with one of your clients? You may not have dealt with this situation yet, but…
Stop Measuring Your CFP® Career by Other People’s Benchmarks
How do you know whether you’re succeeding in your career? It’s easy to look at others in this profession and compare yourself to them using…
How to Create a Work/Life Balance as a CFP® Professional With Kids
Are you a working parent? Or do you plan to be one someday? It’s a very fulfilling lifestyle, but only if you are willing to…
Why It’s Best to Follow Your Client’s Agenda
Have you ever had a client derail a carefully planned meeting? You spend a lot of time preparing your questions, thinking about your advice, and…
