'What The CFP Mark Really Means Now,' ft. Jamie Hopkins, 'Your Financial Planning Conference Guide,' by Caleb Brown, and more…
👉 benjamindaniel.com/whats-trending…
👇 And an update on my blog below! 🧵
'Planning Opportunities from SECURE Act 2.0' ft. @Plancorp_LLC's Brian King, 'Protocol for Following Up After An Interview' by Caleb Brown, and more…
👉 benjamindaniel.com/weekend-conten…
'Compensation Data Points With Caleb Brown And Jesse Lineberry,' '4 Ways To Diversify Concentrated Stock Positions' by Peter Lazaroff, and more...
👉 benjamindaniel.com/whats-trending…
The Latest Episode of the New Planner Podcast is out Now! Advocating for the Next Generation Financial Planner with Kate Healy Kate Healy
newplannerrecruiting.com/ep-177-advocat…
Interesting Caleb Brown data - nearly half of new advisors coming into the profession don't want client- (or prospect-)facing roles at all. They want to start in paraplanning or operations and work their way up...
'Career Satisfaction Research Survey' newplannerrecruiting.com/career-satisfa…
Latest 'Salary Survey' data our from Caleb Brown - this is always a fascinating one to me, because it looks not at what firms are paying, but what CFP candidates are asking.
Growing expectations emerging that big RIAs 'should' be able to pay more...?
mcusercontent.com/f1a780d10f8738…
I'm pleased to see another great entry in the canon of material to help get started in the field of financial planning. Congratulations to Caleb Brown on his release of 'Finding Your Path: he Roadmap from Student to Successful Financial Planner'!
amazon.com/Finding-your-P…
Thanks for having me Caleb! It was fun to talk about my #careerpath , working with #NextGen in #financialplanning and finding your perfect #job . #Students should check out all the resources on the Caleb Brown website. FinServ Foundation Diversitas