Simple But Effective Career Advice: Just Do Your Best
My daughter came up to me the other day and gave me some profound advice: “Do your best.” Simple? Yes. Cliché? She’s a toddler, but yes. Important?…
Category: Career
Proven Ways to Build Your Client Base as a Financial Planner
As a financial planner, your clients are literally essential – without them, you don’t have a career! The thought of building up a client base…
How Can You Advance Your Financial Planning Career? Give the Extra 10%
In my role as an educator of financial planners, I get asked a lot of great and thought-provoking questions. Someone recently asked me a really…
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…
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…
