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Summary: I recently attended an event where they were talking about how to deal with support staff and younger advisors. The leader talked about how you should never consider your staff to be “just servicing,” and how you need to get them involved directly with clients and bring them into your meetings.
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Summary: It’s a hard truth that minorities and women are not well represented in the financial planning industry. In fact, women account for only 23% of CFPs. Blacks and Latinos represent just 3.5% of certificants — combined.
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Summary: As in every field, financial advisers have a standard set of metrics they use as a barometer for success.
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Summary: Millennials are now the largest generation in the U.S. workforce. Constituting just over one-third, a considerable number of this cohort are working as independents rather than as employees.
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Summary: By now, most financial planners have probably heard the story of how 13 individuals in different areas of the financial services industry — mutual funds, stock brokerage and life insurance among them — gathered in an airport hotel in December 1969 and planted the seeds of what has become the financial planning profession.
