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What's going on out there? #34
Let's talk about what's going out there this week! Watch our video and let us know your thoughts in the comments below.
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What's Going On Out There? #33
Check out the video and let us know your thoughts on what's going on out there in the comments below! :)
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What's Going On Out There? #32 - Insurance Companies Using Drones?👀
Why are some insurance companies using drones? Learn why and what for on today's episode of What's Going On Out There?". Let us know your thoughts in the comments.
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🚨New Giveaway Alert!‼️🚨 📸 Financial Planners Spring Profile Picture Giveaway🎁
✨Spring Giveaway✨🎁 We're giving away One Complimentary enrollment in one (1) CFP® education program course or professional designation course (up to $1,350 value, depending on the course chosen)!🎉 To enter all you have to do is add a profile picture to your account during the promotion period of Friday, April 5, 2024, at…
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🚨New Video🚨 📹 What's Going On Out There? #30 - Morgage Rates🏠
Check out our latest episode of "What's going on out there?" and let us know your thoughts in the comments!
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🚨New Video🚨 📹 What's Going On Out There? #29
Check out the latest episode of What's Going On Out There? and let us know your thoughts in the comments bellow. :)
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Soft Skills for New Financial Advisors
In CFP studies, we primarily teach students a myriad of concepts designed to help them understand how to solve client problems and help clients reach their goals. But, and this is a big BUT, what we'll call soft skills are crucial for financial advisors—especially new financial advisors. Building and maintaining client…
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Officially Passed CFP Exam - What I learned to finally make it
Here is an old post I shared in another forum for those studying for the exam. Persistence after mistakes and failures Practice questions for repetition (They ain't lying go over the (thousands of) practice bank questions twice Focus away from distractions in life Hiatus Support from family, employer(s), social media, and…