There’s a popular saying in the financial planning profession: “The value is in the planning, not the plan.” It sounds a little strange at first, but it’s completely true. And it’s a truth that’s important to remember, especially when you’re building your practice and figuring out how to serve your
One of the most important aspects of being a financial planner is figuring out how to build trust with your clients. When your clients trust you, they’re more willing to accept your advice and recommend your services to their friends. Knowing that your clients trust you is a sign that
What is your main purpose as a financial planner? You might think it’s all about teaching your clients, giving them advice, or helping them build a retirement plan. While all of those are important aspects of this profession, I think our primary job as financial planners is to make our
If you’re a parent, you know how hard it can be to leave your kids at home and head off to work. This is especially challenging when they’re young and they react to every morning goodbye with tears. Sadness and guilt can be strong emotions, and of course that leads
Taking maternity leave can be stressful, especially with your first child. You might feel guilty about taking time off or worry that your clients will desert you. You may feel anxious about transitioning back into your job once the baby is born. All those fears are natural, but they don’t
Are you a new (or expectant) mom? Or do you want to have kids one day? Are you wondering how motherhood will affect your CFP® career? (Partners and spouses, stick with me – I promise this applies to you, too.) I had the same questions before I had my first
Have you ever had a client who treated every suggestion like an accusation? Who reacted emotionally whenever you asked questions about their budget or made observations about their financial goals? It can be an incredibly frustrating experience for a financial planner, but chances are you’ll have to work with clients
How do you handle things when you make a mistake with one of your clients? You may not have dealt with this situation yet, but it will happen at some point in your career. We’re all human, and there’s no amount of CFP® training or experience that will overcome that.
One of the most common questions financial planners get from their clients is the question of enough. You’ll get clients asking whether they have enough money to retire or pay for college or buy a home or take a vacation or whatever. And the tough thing is that it’s not
The first part of serving your clients well is providing them with accurate, actionable financial information. But this is something that most financial planners can do. How can you take your practice to the next level? Shift your perspective. What separates a good planner from an outstanding one is the
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