February 23, 2022
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
Blog Posts
February 16, 2022
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
February 9, 2022
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
February 2, 2022
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
January 26, 2022
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
January 19, 2022
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
January 12, 2022
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
January 5, 2022
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
December 15, 2021
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
December 4, 2021
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
