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    What’s Trending for New Financial Planners (September 9-10, 2023)

    September 10, 2023

    “What’s Trending for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Carson Group’s Jamie Hopkins on what the CFP® designation means today, opportunities designed to keep new financial planners in the industry longer, and more [Article]: “It’s been wonderful to see the retention. We haven’t lost a single person in this program, compared with a really high attrition rate across the industry in that first two-year period. We are recognizing that the old sink-or-swim mentality is not going to change this problem. I believe the W2 approach is crucial for the beginning…

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  • Sep 10, 2023 What’s Trending for New Financial Planners (September 9-10, 2023)
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