Play It Where It Lies
Earlier this year, I had the opportunity to play golf in one of the most beautiful settings I’ve ever laid eyes on, the Monterrey Peninsula. [...]
He Who Has a “Why” To Live Can Bear Almost Any “How”
He who has a “why” to live can bear almost any “how”. – Frederich Nietzsche The desire to better oneself is an inherent part of [...]
Forget “Paid Vacation”, Let’s Talk Real Flexibility
Imagine a career that let you achieve all your financial and professional goals—except you don’t have to go to the office every day. In fact, [...]
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 [...]