How to Respond When You’re Overwhelmed
Sometimes, life just gets the best of you. No matter how hard you plan, things just happen that you can’t control. So when that happens,…
Category: Career
Providing Value to Your Clients: It’s the Planning, Not the Plan
There’s a popular saying in the financial planning profession: “The value is in the planning, not the plan.” It sounds a little strange at first,…
How to Build Your Clients’ Trust as a CFP®
One of the most important aspects of being a financial planner is figuring out how to build trust with your clients. When your clients trust…
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…
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…
