5 Myths About Being a Financial Advisor – Debunked

Caucasian male manager explaining work project to colleagues in a meeting room at the office. group of business financial discussing project and working together

Do you know what financial advisors do? Or are misconceptions about being a financial advisor holding you back from exploring this profession? To help you understand what your career as a CERTIFIED FINANCIAL PLANNER™ professional could look like, consider these common myths about financial planning careers. Myth: It’s all just numbers and math. Fact: While…

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Financial Advisors: Don’t Make These Marketing Errors!

selective focus of handsome investors in suits talking with attractive advisor at workspace

There’s no question that effective marketing is critical to financial advisor success. In fact, the average advisor spent $17,400 on marketing in 2022, according to a survey conducted by Broadridge, and 30% of advisors said they plan to increase their marketing budgets in the future. Unfortunately, these marketing dollars aren’t always spent effectively. Here are 6…

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