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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...”

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When was the last time you told your team that you truly appreciate them? It may come naturally for you to do so in terms of your clients, such as sending end of year thank you letters to go out to all of your clients expressing how grateful you are for them and how you...
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Oct18
When is it Time to Promote?
For growing firms, the end of a year is a time to reflect on goals and challenges from the previous year. It can also be a great time to promote people on your team who are performing exceptionally, so they can start the new year off in the right position and mindset. This month, we...
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Sep06
YOUR FINANCIAL PLANNING CONFERENCE GUIDE
Summer is over, school is back in session and cooler temperatures mean the official start of conference season in the financial planning profession. This is a fun and exciting time and a way for you to catapult your career to new levels of success!  Attending conferences is a great way to gain a better understanding...
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Aug15
IS YOUR INTERVIEW PROCESS TOO LENGTHY?
Everyone who follows these articles knows that our approach is to be as thorough and precise as possible when it comes to candidate selection. At what point, though, does a hiring process become too lengthy and a deterrent for job seekers? Since, the current demand for new planners is high and supply is small, the...
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