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
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
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