Faculty Professional Development Insights

Faculty, we’d love to hear your best advice on professional growth in the financial planning industry. Your insights can inspire students and alumni alike as they navigate their career paths. Consider sharing:

  • Continuing Education: What courses, certifications, or resources have been the most valuable for staying current in the industry?
  • Networking Tips: How do you recommend building meaningful professional connections? What networking strategies have worked for you?
  • Career Advice: What’s one piece of wisdom you wish you knew earlier in your career?
  • Industry Trends: How do you stay informed on emerging trends in financial planning?
  • Work-Life Balance: Any tips for maintaining professional growth while balancing personal and family commitments?

We welcome both personal stories and actionable strategies that can empower our financial planning community. Let’s share insights that help everyone grow!

@DavidMannaioni_CFFP @CindyRiecke_CFFP @GaryMarch

@SaraStolbergBerkowicz_CFFP @JoeKrupka_CFFP @MikeHarris_CFFP @AmanSunder_CFFP @TomRobinson_CFFP @MichaelAngell_CFFP @BarclayRoper_CFFP

Comments

  • SaraStolbergBerkowicz_CFFP
    SaraStolbergBerkowicz_CFFP Posts: 19

    Moderator

    🚨

    My advice is to find your niche. Differentiate yourself from other financial planners. Determine a practice area that inspires and motivates you; you will be able to inspire and motivate others with your passion. What do you love to study? to talk about? It could be retirement planning, college savings, or working with a specific occupation. Once you have found your niche, seek education and credentials in that field. You will be rewarded with referrals and job satisfaction beyond your undifferentiated peers. Go for it!