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