Category: Becoming A Specialist

Why Do I Need CP?

February 26, 2024

So, you’re an experienced financial professional at another firm. Why should you consider Consolidated Planning?

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How Do New Financial Advisors Develop A Specialty?

January 30, 2023

This business is tough to break into. 80-90% of new advisors fail. With stats like that, its easy to see […]

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How Do Established Financial Advisors Develop A New Specialty?

January 30, 2023

Many financial advisors find themselves five, ten, or fifteen years into building a practice without a clearly defined target market […]

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