Creating a Financial Planning Residency
21st March 2022
Financial planning is a young profession. I have long lamented on the lack of training for financial planners – most is obtained haphazardly through on
Financial planning is a young profession. I have long lamented on the lack of training for financial planners – most is obtained haphazardly through on
When you do a great job, sometimes too many clients come knocking on your door. What should you do? In this article at Barron’s I
The work of a financial planner is in many ways similar to being a doctor, but instead of taking care of a person’s health, you
In this article at Financial Planning Magazine, I cover what is needed for us to safely venture out to conferences again and what it will
Periodically the market crashes. I’ve never understood why advisors risk their business by charging assets under management. Our firm has charged fees based on complexity
Too many advisors think about succession plans for their practice as a destination. They create a plan, check the box, and move on. Meanwhile, life
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