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…
Category: Career
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…
Career Growth: Lateral vs. Linear Thinking
What’s the best way to move forward in your financial planning career? If we were asking this question a few decades ago, the answer would…
How to Treat and Prevent Burnout as a Financial Planner
If you’re a financial planner and feel like you’re burned out, you’re not alone. In fact, 85% of respondents to a recent Twitter poll I…
Want to Improve as a Financial Planner? Find a Mentor
There are plenty of things you can do to improve your financial planning skills and grow your career. Pursuing an advanced degree, getting your CFP®…
6 Growth Strategies for Financial Advisors
As a financial advisor, you’d probably prefer to spend your work time actually helping your clients manage their money. While this should take up most…
How to Be a Great Boss
Even if you are a young, self-employed financial planner right now, there’s a good chance you’ll have to hire someone down the road. Maybe you’ll…
Don’t Be Afraid to Do Your Own Thing: Unique Financial Planning Models
Whether you’re just starting out as a financial planner or are preparing for the next evolution of your career, one thing that you need to…
