Stop Measuring Your CFP® Career by Other People’s Benchmarks
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…
How to Create a Work/Life Balance as a CFP® Professional With Kids
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…
Why It’s Best to Follow Your Client’s Agenda
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…
Career Growth: Lateral vs. Linear Thinking
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…
How to Treat and Prevent Burnout as a Financial Planner
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…
When the Market Dips: How to Handle Tough Conversations With Your Clients
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…
Want to Improve as a Financial Planner? Find a Mentor
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®…
6 Growth Strategies for Financial Advisors
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…
Customer Service for Financial Planners: How to Go Above and Beyond for Your Clients
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…
The Tools I Use to Run My Financial Planning Firm
One of the most important parts of building your financial planning business is figuring out how to incorporate tools that will improve productivity and efficiency.…