Brainfood for R.E.A.L Financial Professionals

You might have found yourself at a crossroads of either continuing with the career you've been in for years or shifting gears and moving into a completely different profession altogether.

Financial planning is a great option for those who are looking for a fulfilling career that will provide stability and security. Particularly the path to becoming a CERTIFIED FINANCIAL PLANNER™ is very popular among career changers.

The window for the July testing window ends tomorrow so here are some thoughts to keep in mind on your journey.

I post (almost) every day on Linkedin, here was my most popular post.

I also read a lot, and this is what I'm reading now.

Although this is a not direct quote from the book, here's a question that is in alignment with the theme of the book:

"Are you optimizing something in life that should be eliminated?"

This is the whole idea of getting rid of the 80% of stuff that doesn't move the needle, and taking up the 20% of "hard" things that do.

If you want more qualified leads for your practice...

This week a podcast that I recorded with Dr. Joaquin Wallace of The New Wealth Wave Podcast will be dropping. You should check it out because in it we talk about a framework that will help become a more effective financial professional.

Please check it out and leave a review.

If you're looking to launch your own firm...

Join the Q&A session for this month's RIA Launch Masterclass. Especially if you've ever wondered:

• When should I leave my current firm?

• What are the things I should be aware of in my employment agreement?

• What can I do before I leave to prepare for my exit?

If you'd like to work with me,

-To help you launch your financial services firm, or

-To coach you to reach the next level in your financial services career,

Click here to schedule a discovery call.

Thanks for reading!

-Dom