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Monthly Archives: July 2015

Learn What Traits the Best Certified Financial Planners Possess

modern businesswoman working in office

Whether you’re new to the field of financial planning or are an experienced advisor who wants to take your career to the next level, the good news is you don’t need to reinvent the wheel in order to have a big impact. Instead, the best strategy is to look at what the top financial advisors are already doing and then figure out how you can implement those traits into your daily practices.


If you like that strategy but aren’t sure which traits you should be focused on emulating, we’ve simplified the process for you by putting together a list of the most valuable traits of top certified financial planners:

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The Keys for Financial Planners to Connect with Gen Y

Generation Y Concept

$500 billion. That was the amount of income earned by members of Generation Y in 2010. While that’s a huge number, it’s one that’s only expected to grow. By 2018, Gen Y income is projected to hit $3.4 trillion. What’s even more is that people born between 1977 and 1995 are expected to inherit over $30 trillion of wealth.


Since those are all very big figures, it’s easy to understand why financial advisors should be interested in this generation. However, just because there’s a substantial amount of wealth being accumulated by Generation Y doesn’t mean that it’s members are knocking down the doors of certified financial planners.

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Do You Know Your Clients’ Real Goals?


A lot of certified financial planners think they know what clients want. At the same time, many financial planning professionals are frustrated by their lack of client retention. While planners should have the skills and knowledge to provide solutions for their clients, that doesn’t mean they have to blindly figure out what their clients want to accomplish.

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What Do New Financial Advisors Need in Order to Succeed?

financial advisor word on digital screen, mission control interface hi technology

Many millennials enter the financial service industry with a strong educational background because they have pursued master’s degrees prior to entering the workforce. While a strong educational background is a great starting point for new financial advisors, it’s just one component for ongoing success.

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