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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
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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
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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.
