Identifying Talent You Won’t Find on a Resume
Every professional recruiter or hiring manager in the financial services industry can tell some version of the same story—the one about a job applicant who [...]
Why I Love Financial Planning
Why do I love my career in the financial planning industry? I have no doubt that I could come up with 100 reasons why this [...]
The Future of Financial Planning
What a special time it is in our industry! With the Department of Labor implementation in full swing, and the emergence of the Fin Tech [...]
The Top 4 Misunderstandings about Starting a Financial Planning Career
Launching a financial planning career is no small task, but, rest assured, it can be done. Financial planning offers you an extremely flexible schedule, excellent [...]
It’s Not About the Hours
All too often I find myself in an interview with a candidate who speaks about the long hours they work like it’s a badge of [...]
Why Do You Want to be a Financial Planner?
All too often, I have recruits come to me and say their primary reason to be a financial planner is to help people. That’s good, [...]
4 Questions You Should Ask When Interviewing for a Financial Planning Position
In an era of open architecture, social media, and having options, even the job search is all about freedom. So how do you, as a [...]
The Best College Degree for Financial Planners
Do you want to be a financial planner? I bet you think you need a degree in finance, economics, or maybe accounting. A lot of [...]
5 Things I Would Suggest You Consider if You Want to Become a Financial Planner
Do you have an interest in entering the financial planning field? Lucky you! The U.S. economy is thriving in many areas and the country is [...]
5 Reasons to Make the Switch from Auto Sales to Financial Services
Over the years, I've met with many good sales people who work in auto sales. They keep steady sales numbers month-after-month, earn an above-average income, [...]