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 introvert. You need to be good at networking.” I can’t count the number of times I’ve heard this sentiment (or a version of it) throughout
One of the first things you learn about the financial planning profession is that there are a lot of different careers and roles available. A financial professional may advertise themself as a planner, advisor, analyst, or CERTIFIED FINANCIAL PLANNER® certification. What do these different titles really mean? Are some better than others?
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 sat down and assessed his personal values. He spent the time trying to figure out what was important to him. For him, the most important
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 professionals. Your CFP® credentials can make you a desirable employee and show your clients that you are a leader in your profession. The CFP® certification
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 down and think about my goals, both personal and professional. I reflect on what I want to accomplish, how I want to grow as a
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 take some time for relaxation and personal reflection, a year-end vacation can offer many benefits. My family and I took a week-long vacation in early
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 thrive on nontraditional hours or shift work. Others are most productive at home where they don’t have to deal with a stressful commute. And many
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. Chances are you have a list of hobbies, trips, or leisure activities that you would love to pursue if you had extra time. But what
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 through those times when work is challenging or discouraging or just plain boring. I recently read the book Drive by Daniel H. Pink, and one
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 about new proposed tax changes every few weeks, and it can be hard to keep up on which of these bills pass and what they
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