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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

May14
Career Satisfaction Research Survey: Part 3
Last month in part two of our research survey series, we looked at what activities new planners cited as most fulfilling, what their expectations for promotion to lead planner were, and their view of management’s commitment to their career development. This month, we will look at the factors that job seekers prioritize when looking for...
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Apr18
Career Satisfaction Research Survey: Part 2
Last month, we introduced our research study exploring why new financial planners enter the profession and what career path they seek when starting out. This month, we will look at the activities that they cited as the most fulfilling, what their expectations are for promotion to a lead planner role, and their view of management’s...
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Mar15
Career Satisfaction Research Survey: Part 1
Earlier this year we surveyed 665 Generation Y planners and 275 Generation Z planners to get their thoughts on their career satisfaction, and what drives that satisfaction (and from the firm’s perspective, their retention!). In this anonymous survey, we hoped to gain additional insight into what we see anecdotally each day as we interview job...
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Feb15
How to Reduce Your Hiring Headaches Part 2
In last month’s article, we shared some of our thoughts on the 2024 labor market and hiring outlook plus a few tips on how to avoid certain frustrations when hiring new talent for your firm. This month we will conclude our two-part series with three more tips to consider when hiring.    Headache #3 - ...
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