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What are you afraid of? Are you afraid of the digital revolution? Are you afraid of the ongoing innovations in our financial planning business? Are you afraid you can’t keep up? Are you afraid your client doesn’t recognize the value you deliver? Are you afraid you will not have a reason to exist? There’s no
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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
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5 Levels of Financial Planning – What’s Your Level? “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?
