Category: Planning Philosophy

Base Salary vs. Unlimited Income Potential: What It Means For Your Career

October 27, 2023

According to the 2020 Kitces Research Study On Advisor Wellbeing, income potential was a moderate to strong motivator to pursue […]

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Top Advantages Of Moving Your Practice To Consolidated Planning

October 6, 2023

True or false: the grass is greener where you water it. True. That is, if you have the appropriate foundation […]

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Understanding A Commission-Based Structure

September 29, 2023

Commission-based careers are not for the faint of heart. And for financial advisors, compensation models are a crucial aspect of […]

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Micro Advisor Model vs. Macro Advisor Model

September 14, 2023

Being a financial advisor means focusing on the big picture and the fine details. …All at the same time. Here […]

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How Often Should Financial Advisors Be Meeting With Their Clients?

September 8, 2023

Meeting with your clients is what makes up the bulk of your career as a financial advisor. According to a […]

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Why I Stay At Consolidated Planning: A Testimonial From A Seasoned Financial Advisor

August 18, 2023

Sometimes it’s hard to know if your decision will be the right decision. When you don’t make the right decision […]

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