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Finding your Path: The Roadmap from Student to Successful Financial Planner

From understanding the various channels of entry, different firm structures, and career paths available to how to properly vet hiring firms, negotiate compensation, pass your licensing exams, and develop the skills you need to excel, Finding your Path: The Roadmap from Student to Successful Financial Planner is a practical guide packed with resources, examples, ready to use scripts, and tips so you can stand out from the crowd and secure your dream job to enjoy massive success over the course of your career in financial planning.

Check it out on amazon

Must read if you want to be a Financial Planner

“If you have interest in becoming a planner, or know someone who does…then you need to get this book. Financial Planning is an important, yet completely misunderstood, profession. As a result, it can be a challenge for people to get on a successful path early in their education and/or career...”

Lots of actionable advice

“I'm a new planner about to graduate and found the sample scripts and chapter takeaways to be very actionable. I have already used some of the ideas and advice to reach out to firms, line up interviews and prepare myself for the employer interactions...”

This book can change your life

“Mr. Brown has written a book that all college business majors should read if they are thinking about Financial Planning as a career. Mr. Brown has written a clear and concise book that will equip you with information on how to be an excellent Financial Planner.”

An Unmissable Guide for All Aspiring Financial Planners!

“In "Finding Your Path: The Roadmap from Student to Successful Financial Planner," author Caleb Brown delivers an exceptional resource on positioning yourself and launching your career in financial planning...”

Most Recent Articles From Our Blog

Oct15
Your Virtual Work Policy
If you do not have some type of virtual work/work-from-home policy, you are at a disadvantage when recruiting for new talent today. In practice, advisory firms that have ‘always’ run in-person do often struggle to convert to a fully remote working environment, but it isn’t necessarily a need to allow 100% virtual work (unless the...
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Aug21
Pitfalls of Striving to Be the “Cool” Boss
After the Second World War, many of the American military members returned home and entered the workforce managing and implementing work cultures that were similar to their military experience and training. Every generation that is further removed from this “Greatest Generation” has slowly moved away from the traditional model of rigid, authoritarian leadership in favor...
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Jul16
Career Satisfaction Research Survey: Part 5
Last month in part four of our research survey series, we looked at how new planners felt about their compensation, and what increase would be required for them to feel fairly compensated. This month, in our final installment of the 2024 Career Satisfaction survey series, we look at how next-generation planners view equity ownership, whether...
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Jun18
Career Satisfaction Research Survey: Part 4
Last month in part three of our research survey series, we looked at what activities new planners cited as top priorities when seeking a new firm to join, and what employee benefits were most requested and valued, plus what they specified as the benefit that is most likely to retain them for the long term.  ...
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