I can imagine it must be a very responsible position to be in when you are planning a clients finances. With all the ups and downs facing the industry at present what degree of burn out is there and what do you do afterwards with all your financial experience ?
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What do I do. I've searched NASD and SEC websites. I was hoping I could put my liscence in deferrment for a few years while I pursue a financial counseling role at a non-profit, which is a non-sponsor firm (does not sell financial products.) Anyone have advice and where to go online or call to get this resolved.Thank you,RORY
Are jobs in this industry on the rise? Are there any sub-sectors that are growing?Where are the jobs? Which places have the most financial planner opportunities?
What do you enjoy most about being a financial planner? What do you dislike the most? Is it challenging? Are there many opportunities to learn and advance?What keeps you at your job?
Do some companies pay a lot more for this position than others? What does a top earner make in this field?What skills should you learn to increase your salary?
Do you have any tips to help prepare for an upcoming financial planner interview?Are there common interview questions that come up again and again?
What are the top 3 traits or skills every financial planner must have to excel?Can you suggest any tips or insights to develop your financial planner expertise?
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How did you get your start doing financial planner work, and what career moves did you make to get to your current position?Do you need a particular educational background?
Hi, I just wanted to know if any of you out there are specifically focusing on offering exit planning services and how you are doing. I'm not talking simply helping clients get into a CRT or UPREIT, etc. I'm talking you actually help your client put together an overall plan for their exit from their business or real estate, find their goals, implement strategies so they can meet those goals, etc. There's a big market... just wondering if you've had success. Trevor M.
What is the best training for becoming a financial planner? What types of ongoing training or certifications are necessary to be an effective financial planner?What do non-traditional career paths look like?
I would like to hear from financial planners who use dollar weighted returns while advising clients. I would like to use your comments in an article.