Category: Building A Practice

The Great Wealth Transfer: Is 2025 The Year More Women Become Financial Advisors?

January 15, 2025

Is 2025 (I know, we can’t believe it either) the year you take true control over your career? The financial […]

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Overcoming Career Plateaus: Strategies for Growth In Your Financial Advising Career

April 22, 2024

Career plateaus are not unique to a career in financial advising. There comes a time, for even the most seasoned […]

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Is Maternity Leave Possible For You As A Financial Advisor?

April 11, 2024

Taking an extended leave as a financial advisor might seem like the very last thing you want to do. But, […]

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7 Reasons Cash Flow Conversations Matter To Your Financial Advising Clients

March 26, 2024

According to a Forbes study, 46% of respondents who indicated they are living paycheck to paycheck attributed that to lacking […]

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How Do I Get Paid?

March 15, 2024

Join Andy Brincefield as he talks about how getting paid at Consolidated Planning correlates with one of our Practice Building […]

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Can You Work Remote As A Financial Advisor?

March 7, 2024

According to Upwork, by 2025, an estimated 32.6 million Americans will be working remotely, which equates to about 22% of […]

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