Career
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 powerful question, “How can I advance my career?” This question
February 16, 2022
Financial Planning and Career Advice
Financial Planning and Career Advice
Financial Planning
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 help you hone your skills. There are also many communities
February 9, 2022
Career
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 introvert. You need to be good at networking.” I can’t
February 2, 2022
Financial Planning
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 financial professional may advertise themself as a planner, advisor, analyst,
January 26, 2022
Career
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 sat down and assessed his personal values. He spent the
January 19, 2022
Career
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 professionals. Your CFP® credentials can make you a desirable employee
January 12, 2022
Career
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 down and think about my goals, both personal and professional.
January 5, 2022
Career
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 take some time for relaxation and personal reflection, a year-end
December 15, 2021
Career
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 thrive on nontraditional hours or shift work. Others are most
December 4, 2021
Career
If you had 20% more free time each week, what would you do? Most of us could probably answer this question in our personal lives. Chances are you have a list of hobbies, trips, or
November 17, 2021
