Category: Culture

Is Maintaining The Status Quo Damaging Your Career?

June 7, 2023

Sixty percent of people reported being emotionally detached at work, according to Gallup in their 2022 State of the Global […]

Read More

Finding The Right Culture Fit In Your Career As A Financial Advisor

March 30, 2023

While coffee cake in the breakroom and Summer Fridays sound great, these aren’t reasons you stay with a company. Think […]

Read More

Diversity, Equity, and Inclusion In The Financial Advising Industry

February 24, 2023

When a majority of your week is spent working, you want to feel supported and included in your workplace. According […]

Read More

Perpetual Growth As A Financial Advisor At Consolidated Planning

January 20, 2023

Perpetual means for all time or forever. That sounds like a big commitment but does that word describe what you […]

Read More

Red Flags When Evaluating Financial Advising Firms And What To Look For

January 20, 2023

With dozens of financial firms that you may be evaluating in your career as a financial advisor, keeping an eye […]

Read More

How Is Consolidated Planning Different From Other Firms?

October 21, 2022

Financial advisors have dozens, if not hundreds, of choices when it comes to the firm they choose to partner with […]

Read More