2 How To Be Bold in a World Where Compliance is King

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It’s practically a financial planning commandment.

Thou shalt obey the compliance officer.

And even if those words have never been etched into stone, it’s still rock-solid advice. After all, if you DON’T follow their advice, your financial planning career will be doomed. Forever.

Knowing this, you take compliance seriously.

You read what they publish.

You study for their exams.

You tweak every process until it’s perfect.

But does this help you? I mean, does this help you to move forward?

If you’re honest, you can’t help but feel mortified at the prospect of staying hopelessly trapped in the compliance officer’s rules.

You want to break out. You want to escape. You want to do it your way.

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5 The Myth of Financial Goals Needs to Die

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Can I be straight with you?

What most financial planners claim about the importance of financial goals is totally wrong.

It’s overly simplified, it’s just a marketing-term, or interpreted the wrong way.

Over the last 17 years I have been in the industry, I’ve served hundreds of people, had 1,000+ client-conversations, and I’ve experienced firsthand the (un)importance of financial goals.

And a lot of stuff that planners say or write about financial goals … it just isn’t true.

The irony?

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4 6 Examples of Real-Life CFP®-ers Using the Web to Attract Financial Planning Clients

Clients.

That’s what you want, don’t you?

And naturally, you want more for your financial planning service.

You network. You advertise. You spend lots of time on social media. You pay for social media. You pay for SEO. Heck, you even pay for radio or television time.

It’s costing lots and lots of time and money.

And sometimes it feels as if you’re pumping water down a leaky pipe.

In that situation, what’s the smarter move – pumping more water, or fixing the leak?

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93 How to Quit Your Job, Take the Leap and Get Paid to Do Financial Planning that Matters

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After all, that’s the dream, right?

We want to quit our jobs, spend more time with our families, and finally have time to do the “real” work. We want our financial planning to help people, to inspire them, to change them from the inside out.

It’s a modest dream, a dream that deserves to come true, and yet a part of you might be wondering …

Will it?

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53 5 Levels of Financial Planning – What’s Your Level?

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“Am I getting better?”

It may be the most important question you can ask yourself as a financial planner. If you’ve never thought to ask it before, go ahead and do it now. And be honest.

Are you a better financial planner than you were three months ago? A year ago? Three years ago?

If the answer is “No” (or even “Yes, but not much”) then you might face a serious problem.

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