Financial Planning and Career Advice
Financial Planning and Career Advice
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 months. Burnout is unfortunately common these days among professionals in many industries. It’s an especially
Watching the market plummet is frightening, especially for clients who have a lot of their wealth tied to investments. It’s not always easy to talk with clients who are seeing their investments suffer and panicking about their financial stability. As hard as these discussions are, though, they’re part of the
There are plenty of things you can do to improve your financial planning skills and grow your career. Pursuing an advanced degree, getting your CFP® certification, and taking continuing education courses are all great options. One-on-one learning is just as important, but it’s not something you can usually find in
As a financial advisor, you’d probably prefer to spend your work time actually helping your clients manage their money. While this should take up most of your schedule, you do need to allocate some of your time and energy toward the business side of your practice. Unfortunately, most businesses don’t
When people think about financial planning, many of them picture the official sessions that happen every month, quarter, or year. These sessions are when you meet with your clients to help them get their budget under control or check on their retirement savings plan or devise an investment strategy. But