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 for your practice can be intimidating, especially when you are just starting out in this profession. Where do you even start when it comes to
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 powerful question, “How can I advance my career?” This question really made me stop and think about the best advice I could give. Every financial
One of the best things about being a financial planner in the age of the internet is easy access to countless resources and trainings that help you hone your skills. There are also many communities of like-minded professionals ready to encourage and learn from each other. However, the internet is
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™. What do these different titles really mean? Are some better than
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
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