What inspired you to become a financial planner?
“I had the privilege of being allowed into the most emotional and trying parts of peoples’ lives. Then, financially, we developed a plan that worked for them. It involved conversations, financial projections, spreadsheets, more conversations, and the opportunity to change it as life changed. That’s why I became a financial planner … to help people navigate the uncertainty of life, to marry the economic side of things with the emotional, and be a thinking and accountability partner as life changes.”
Why I became a financial planner (Elliot Appel)
The client experience
History proves that patience is a virtue for clients (Craig Lazzara)
Drawing up a long-term retirement roadmap (Kenneth Van Leeuwen)
How does social media affect young people’s financial wellbeing? (Michael S. Fischer)
The advisory profession
Making the economic case for ESG investing (Jean-Baptiste Andrieux)
How can the profession better serve the self-employed? (Amanda Newman Smith)
New data reveals the gender inequality within financial advice (Ruby Hinchliffe)
Work and business
Help your team to work more effectively (Mita Mallick)
Gaining inspiration from role models (Matt Oechsli)
Is your marketing honest? (Sara Grillo)
Are you familiar with these digital marketing tools? (Ruby Warren)
CONTENT FOR ADVISERS
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