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10 Tips for New Financial Planners

Warren Ingram CFP South AfricaBy Warren Ingram, CFP

Johannesburg, South Africa: Starting your career as a financial planner is an opportunity to create a life for yourself that few other people will be able to match. After nearly two decades as a financial planner – including eight years as a co-owner of a planning business, I am quite sure that financial planning is one of the best careers for those who care as much about quality of life as they do about money.

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Specialisation in Financial Planning is Actually More Complicated

By Almo Lubowski, CFP

It would seem that there is a trend amongst financial planners to specialise and specifically in investments. This means that their target market is usually higher net-worth individuals, as the ordinary person does not always have high amounts of additional money to save or invest, but this is another discussion entirely. My question is whether specialising is really keeping it simple?

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