Recently, one of my favorite students from my time teaching financial planning at Towson University reached out to deliver some great news: He’d found a career in financial planning. The end result is my Top 7 Best Practices for New-ish Financial Advisors:Establish a broad foundation of base knowledge. The profession of financial planning runs both deep and wide, but by initially focusing on the horizontal spectrum, you’ll better see planning within its broader context. Knowledge well taught leads to understanding; understanding well applied leads to wisdom. There are many vibrant Financial Planning Association (FPA) chapters as well.

Source: Forbes May 13, 2018 10:52 UTC