Archive Content Type: Article

Top 4 Reasons Being A Financial Advisor Is A Great Opportunity For Women Returning To The Workforce

August 4, 2023

The thought of returning to the workforce after an extended leave of absence is quite frankly an intimidating realization. But, […]

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Why Client Retention Strategies Matter For Financial Advisors

July 28, 2023

Retaining current clients, according to the Brevet Group, is 6-7x less costly than acquiring new ones. Yes, 6-7x LESS. If […]

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Why Job Hopping Is Not Ideal For Your Financial Advising Career

July 21, 2023

Today, many workers are reaping the rewards of job hopping – gaining sizable pay rises and exponentially accelerating their career […]

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Leveraging Your Teaching Skills For A Career In Financial Advising

July 14, 2023

Embarking on any career change can often be an exciting yet daunting experience. That’s because most of us would rather […]

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Why I Chose To Be A Financial Advisor At Consolidated Planning

July 7, 2023

When shopping online, you’ve likely scrolled to the review section for real customer feedback…or the entertainment of it, at least. […]

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How Financial Advisors Maximize Time Spent on Revenue Generating Activities

June 29, 2023

According to Kitces Research, most financial advisors only spend 50% of their time on direct client activities. 20% of their […]

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