Career Questions and Answers
How to be a successful financial planner these days?
Asked by snyuen
With so many financial planner out there, how to really be the one who can make it and do well?
A:
Best Answer:
Nothing succeeds like SUCCESS !!
According to
http://en.wikipedia.org/wiki/Financial_planner
"A Financial Planner or Personal Financial Planner is a practicing professional who helps people to deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning.
The clients should repose 100 % confidence in you, since you are dealing with their finance and its planning !!
A:
As a financial services pro, I can tell you that it is not easy. It is still primarily a sales position and just now evolving into more. I suggest getting hired by a firm that recognizes planning as a comprehensive approach and encourages seeking certification as a CFP.
Also as a financial services executive, I recommend checking out www.learntosucceed.biz. They can make the difference, sound career advice and they will answer your specific questions.
Good Luck.
Answered by Xknows
Best Answers are selected by the person who asked the question or other Yahoo! users.
Find out more at
Yahoo! Answers