Being a successful financial planner requires in-depth knowledge of investing, retirement planning, and budgeting. You need to know how to help your clients manage their portfolios and develop savings plans that align with their retirement goals. But that’s not the only management task you have — you also need to
Financial Planning and Career Advice
Financial Planning and Career Advice
Looking for a new job may always feel a bit intimidating, but it can be especially overwhelming when you’re just starting your career as a financial planner. You want to choose an employer that will give you the job satisfaction and work/life balance you’re looking for. But you also want
As we continue our series on persistent financial planning myths, let’s talk about the idea that our services are only available to people with “extra” money. This myth takes a couple of different forms. One version is that financial planning can only help people with lots of money to invest.
We’ve talked before about what to do when a client goes against your advice or makes financial decisions without asking your opinion first. But what about face-to-face disagreements? How should you react when a client comes to you with an idea that you completely disagree with? Learning how to disagree
Trust is at the center of a healthy, productive financial planner-client relationship. But how do you actually build that trust? And how do you maintain that connection as the account grows and the client’s needs evolve? This is one of those aspects of financial planning that’s hard to learn from