6 Ways to Help Clients Establish Healthy Financial Boundaries
Picture this: You’ve worked with your client to create a comprehensive financial plan, and everything is going well. Unexpectedly, though, something significant changes. Maybe they…
Category: Financial Planning
8 Holiday Gift Ideas for Financial Planning Clients
December is almost here, so it’s time to finalize your holiday shopping list! You might already have the perfect gifts picked out for your family…
6 Soft Skills Every Financial Planner Needs to Succeed
To be a successful financial planner, you need a solid understanding of investment strategies, taxes, budgeting, and other pillars of actual financial planning. But technical…
Financial Planning Certifications & Designations: Which Is Right For You?
Financial planning is a broad profession, and there are many different paths you can take during your career. As you learn more about the specific…
Why Getting Your CFP® Certification Is Worth the Work
Earning your CFP® certification is a commitment. You have to complete courses through a CFP Board Registered Program, study for and take the CFP® exam,…
Financial Planning for First- and Second-Generation Immigrants
Many of us have heard of the “sandwich generation” — the age when people are both taking care of growing or young adult children and…
3 Financial Planning Considerations for Single People
As financial planners, we tend to work with a wide variety of individuals, ranging in age, nationality, religious beliefs, gender identities, sexual orientation, and marital…
15 Tips to Manage Lower-Asset Clients With High Expectations
Anyone who has worked in a service industry knows: Clients and customers can, at times, be demanding. Since kicking off The 2024 Externship, we’ve heard…
4 Considerations for Retirement & End-of-Life Planning with Clients
But when we talk about retirement with our clients, we also encounter a touchy subject: end of life. Americans are beginning to retire later and…
5 Ways to Get Financial Advising Experience (Before Becoming a CFP®)
Preparing for a career in financial planning requires more than just completing the right courses and earning your Certified Financial Planner™ credential. You also need…
