As a financial planner, you help your clients create a road map to meet their financial goals. But that can be challenging when your clients don’t know what their goals are. Some clients just aren’t sure how to create realistic financial objectives. And others may feel pressured to pursue “traditional”
Meetings with your clients are a crucial aspect of financial planning. But what exactly should those client meetings entail? How can you use your time efficiently? If you want to make sure you and your client get the most out of the time you spend together, you need to prepare
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
The holiday season will be here before we know it — and then, it’s on to the new year! This is a busy time of year for most people, but it can be especially so for financial planners. We’ve gotta get through all our end-of-year tasks and holiday plans early
When it comes to personal finance, having a budget is essential. In fact, budgeting often seems so “basic” to us that we often assume our clients already have a budget. But that’s not always the case! In fact, many people come to us initially because they want help building a
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
How do you show up for your financial planning clients? Specifically, how do you interact with your “problem” clients — the ones who tend to show up late for meetings, skip phone calls, and never send you the documents you request? Your first instinct may be to get serious and
As financial planners, our job is to help our clients learn new things about money and how to manage it well. We’re walking them through all the things they don’t know yet. But what happens when clients “don’t know what they don’t know” — when they come in for their
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