Category Archives: Financial Planner of the Year
One of my friends recently asked me “What does a financial planner actually do?”. To be honest, until I entered the profession I wondered very much the same thing myself. Read More
Inspire those around us
I believe a key characteristic of a leader in financial planning is building an interdependent team around you that includes the right people; is empowered to act; and who understand and believe your vision as a leader. So as leaders we must be effective and credible communicators.