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
How do you know whether you’re succeeding in your career? It’s easy to look at others in this profession and compare yourself to them using some basic metrics: income, number of clients, and AUM. This feels like a straightforward approach – you can quickly see how your own career matches
Are you a working parent? Or do you plan to be one someday? It’s a very fulfilling lifestyle, but only if you are willing to spend the time and effort to create a work/life balance that works for you and your family. Life happens, especially when you’re a parent. I’ve
Have you ever had a client derail a carefully planned meeting? You spend a lot of time preparing your questions, thinking about your advice, and creating a roadmap of next steps. But as soon as the meeting starts, your client takes control of the conversation. Before you know it, the
What’s the best way to move forward in your financial planning career? If we were asking this question a few decades ago, the answer would be pretty simple: get hired at a good firm, do your job well so you get promoted, climb the company’s internal ladder, and retire with
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
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