When you think about financial planning superpowers, you might automatically assume I’m talking about skills like strategic thinking or investment advice. However, I think the most important professional superpower doesn’t have anything to do with finances at all. Instead, it’s all about how you see and treat people. All the
In the financial planning profession, we talk a lot about partnering with our clients. But… Do we really partner with them? Sure, we create plans for them and guide them through larger financial decisions. But a partnership? That means we’re sitting on the same side of the table, we’re working
As you may know, I had my second child in early 2021. After that experience, I felt the need to share my thoughts on what it means to be a woman, a pregnant woman, and a mother in our profession. Because we all know this field has been historically guided
Earlier this year, I turned 35. Every year, I learn something else about myself and the world, but this last year has been especially… informative, shall we say? Around this time last year, the first FPA Virtual Externship started. We learned so much after that program kicked off, but the
In early 2021, I was conducting interviews for an associate planner at my Dallas-based firm, Guiding Wealth. I have to admit, it was interesting to see the people who applied and to witness our own evaluations of their resumes. We received a variety of applications — some people were fresh
I’ve been thinking about the problems we solve as financial planning professionals. Helping our clients figure out how to save for their children’s college, save for retirement, prepare for a change in employment, handle taxes, etc. We solve pretty large-scale “problems” on a daily basis. And, because we’re the experts,
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