This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/8E9r7F6m5hU
The industry hasn't done a good job pointing out the differences in all the different titles, so let's look at the advisor vs planner title...
Finally, let me say what you call yourself can have little to nothing to do about what people see you as. For example, whenever I go somewhere and someone asks me what do I do, if I say "financial advisor" there is a natural inclination to what they are going to immediately think. Not until we get deeper into the convo (if that happens) can I change their initial thoughts.
Thanks for listening.For more information on what I'm doing for current and aspiring financial professionals, click here.
Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).
--- Send in a voice message: https://anchor.fm/dom-the-maven/messageHUGE Podcast Announcement: Guess what is about to happen?
CFFP #71 - The Benefits of Community in Mentorship
CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond
CFFP #70 - Building Communication Skills in Financial Services
CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA
CFFP #69 - Transferrable Skills as a Career Changer
CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland
CFFP #68 - Engaging Empathetically with Your Clients
CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC®
CFFP #67 - Why Psychological Understanding is Important as a CFP
CFFP #67 -The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP®
CFFP #66 - Establishing Trust in Financial Services
CFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP®
CFFP #65 - Financial Planning is a Lateral Field
CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP®
CFFP #64 - The Two Sets of Eyes in Financial Services
CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy
CFFP #63 - What Really Counts in Your Skillset
CFFP# 63 -Why Career Changers Are Choosing to Be CFPs ft. Adam P. Scherer, MS, CFP®, EA
CFFP Season 7 Teaser
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