Financial Planning and Career Advice

Financial Planning and Career Advice

Career

Are you a new (or expectant) mom? Or do you want to have kids one day? Are you wondering how motherhood will affect your CFP® career? (Partners and spouses, stick with me – I promise

Read More »
Career

Have you ever had a client who treated every suggestion like an accusation? Who reacted emotionally whenever you asked questions about their budget or made observations about their financial goals? It can be an incredibly

Read More »
Career

How do you handle things when you make a mistake with one of your clients? You may not have dealt with this situation yet, but it will happen at some point in your career. We’re

Read More »
Financial Planning

One of the most common questions financial planners get from their clients is the question of enough. You’ll get clients asking whether they have enough money to retire or pay for college or buy a

Read More »
Financial Planning

The first part of serving your clients well is providing them with accurate, actionable financial information. But this is something that most financial planners can do. How can you take your practice to the next

Read More »
Career

How do you know whether you’re succeeding in your career? It’s easy to look at others in this profession and compare yourself to them using some basic metrics: income, number of clients, and AUM. This

Read More »
Career

Are you a working parent? Or do you plan to be one someday? It’s a very fulfilling lifestyle, but only if you are willing to spend the time and effort to create a work/life balance

Read More »
Amplified Planning

Have you ever had a client derail a carefully planned meeting? You spend a lot of time preparing your questions, thinking about your advice, and creating a roadmap of next steps. But as soon as

Read More »
Career

What’s the best way to move forward in your financial planning career? If we were asking this question a few decades ago, the answer would be pretty simple: get hired at a good firm, do

Read More »
Career

If you’re a financial planner and feel like you’re burned out, you’re not alone. In fact, 85% of respondents to a recent Twitter poll I created said they have experienced burnout in the last six

Read More »