Im at the very beginning of my long career as a financial planner, I'm sure any financial planner reading this knows it's a career you can't exactly rush as such as its largely experience based and that takes time.
For those further along the path, do you have any book recommendations for financial planning and or financial planning skill development that your read that you felt helped or would have helped you back in the day ?
by swagzilla_69
1 Comment
Client relations is really a big part, Dale Carnegie’s ‘How to Win Friends and Influence People’ should help with that. ‘The Intelligent Investor’ by Graham is dated but classic.