Ep 2: Financial Advisor Day in the Life of a CFP. What It's Like To Be A Financial Advisor.

Today is a rare kind of day where I'm able to have just one focus.
As you progress in your career it becomes easier to design your days so you can have maximum impact for your clients.

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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an advisor.

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Music
Subway Dreams- Dan Henig
Pluck it Up-Dan Henig

#financialadvisortraining #streamlinemypractice #dayinthelifeofacfp

[viewingnl]

I’m starting college next year to become a financial advisor! I love all your content and have been taking a lot of notes on your videos full of tips and helpful things! I love these day in a lifes because it allows me to get a better idea of what a cfp does on a day to day basis!

[rahulramkissoon]

Hey, great video (as always). I'm currently experiencing a bit of burnout and feeling really overwhelmed. I'm a Financial Adviser in South Africa and we recently had some major issues with riots and protests and that's all while dealing with covid. So I've been dealing with a lot of new clients calling me to sort out their planning (I deal alot with estate planning and getting Wills and life cover in place). Have you experienced that sort of "I don't want to get out of bed" depressive state? And what would your advice be?

[noah_beecher]

What is the income planning software you use?