Blog Posts

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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