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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

Jul15
Developing Your Future Talent Pipeline
You have all seen the headlines that highlight the future projected shortage of financial advisors. Some more closely align with other channels, mostly the sales side of the profession and are commissioned and released to gain clicks for advertising purposes, but not all should be ignored.  The firms that will continue to grow and win...
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Jun17
What to Do If Your Job Ad is Struggling to Attract Qualified Candidates
When a job posting goes live and days or weeks pass without a qualified application, it’s more than just frustrating—it’s a red flag. The talent is out there and people are looking to enter the profession, but if your job post isn't attracting applicants, it may be time to reassess your strategy.  Here are five...
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May15
Your Guide to Creating a Mutually Beneficial Summer Internship
As the financial planning profession grows and evolves, some firm owners are increasingly recognizing the value of bringing in interns. A well-structured internship program not only provides meaningful experience for aspiring planners but also helps firm owners build a pipeline of future talent, delegate meaningful work to save themselves time and become more efficient, and...
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Apr29
Getting the Most out of Gen Z Team Members
Since almost all of Generation Z (born roughly between 1995 and 2010), the generation after Millenials, are graduating from high school and college and will soon be starting work in your firms, or may be working in your firm already, we thought it would be helpful to share some observations of this generation, and how...
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