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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

Jan20
Breaking The Training and Delegation Ceiling
Most RIA firm owners we talk to genuinely want to develop their newer planners. They talk about mentorship, career paths, and “growing the next generation.” Yet many of those same firms unknowingly create a ceiling that new planners can’t break through—no matter how motivated or capable they are. The Hidden Bottleneck in Growing RIAs In...
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Dec16
Building a Culture of Gratitude
“Gratitude is the greatest of virtues and the parent of all the others.” Cicero Our relationships with people in our lives matter the most, but are often the most neglected.  When was the last time you expressed your gratitude to someone? It may come naturally for you in terms of your clients, such as sending...
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Nov18
How Firm Owners Should Approach Making Their First Hire
For many firm owners, the first hire is a milestone that signals real growth, the moment your firm isn’t reliant on you to do everything. It’s also one of the riskiest inflection points in your entrepreneurial journey.  The right first employee can multiply your impact, deepen client relationships, and free you to focus on business...
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Sep16
5 Ways to Integrate Your New Hire Before They Start
Hiring the right talent is only part of the equation for a successful, productive long-term hire. In many cases, new employees are hired months before their actual start date due to notice periods, relocation, waiting on incentive compensation payouts, or personal timing.  This gap between when the job offer is accepted, and when the new...
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