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My Defining Moment at the Dentist & Why I’m a Financial Planner

By Joel Redmond, CFP

After you reach a certain level of success in finance, I think there are times when every planner experiences a period of “going through the motions.” Client reviews feel forced and mechanical. Ascertaining client dreams seems prosaic and vapid.

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My Life as a Financial Planner

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

I would like to tell you the story of my life, and it might even inspire some of you to become financial planners.

As a student, I never dreamed I would be a full-fledged wealth manager, but for the past 10 years, I have been doing just that.

Continue reading My Life as a Financial Planner