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    Financial Planning Articles (December 31, 2019)

    December 31, 2019

    “Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning, industry trends, career development, and more. *** This installment of Financial Planning Articles actually begins with two insightful podcasts (with transcripts) from Michael Kitces. The first interviews Kenneth Robinson of Practical Financial Planning and covers a range of valuable topics including credibility benefits from targeting a niche from your previous profession, using a Founders Club to refine your process at launch (and to potentially gain your first clients), and the value of working with a coach. The second podcast was actually just released today and highlights how Peter Lazaroff has been able to…

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