The Best Financial Planning Career Advice You’ll Get
Have you ever been told that only certain types of people can be good financial planners? “You can’t be a financial planner if you’re an…
Category: Career
Aligning Your Financial Planning Career With Personal Values
I recently had a thought-provoking discussion with a potential employee. We were talking about personal values and how they affect work. This potential employee had…
How to Get Your CFP® Certification
Are you thinking of getting your CFP® certification? Becoming a Certified Financial Planner™ is a rigorous process, but it’s a fantastic option for many financial…
Evolution in Your Financial Planning Career
Happy 2022! Are you excited about this new year? Like most of you, I like to take time this early in the year to sit…
How to Overcome Vacation Guilt
Many of us choose to take time off around the end of the year. Whether you celebrate certain holidays, travel to see family, or just…
What Does Your Ideal Workday Look Like?
What the ideal workday looks like is different for everyone, but most of us want to be able to control our work environment. Some people…
Time, Motivation, and Professional Creativity
If you had 20% more free time each week, what would you do? Most of us could probably answer this question in our personal lives.…
What Is Your Motivation for Being a Financial Planner?
Why are you a financial planner? What is the source of your motivation? Understanding what motivates you is essential because it can help you get…
Tax Info: Top 6 Resources for Financial Planners
I’ve been a CFP® for quite a while, but I don’t know everything, especially when it comes to tax laws. It seems like we hear…
