In a competitive market like today, one of the best ways to differentiate yourself as a financial planner is work on your traits that help to develop strong relationships, grow your professional network and be future-ready.
Estate planning is an integral part of financial planning. As a planner, you should understand the utmost importance of estate planning, and equip yourself with the necessary skills and knowledge to help your clients map out their desired legacy.
What are the top skills that will be in hot demand in the upcoming year? LinkedIn breaks it down for you in this insightful article – with no surprise digital and data comes out tops. You’ll find that these skills can be relevant to the financial industry as well; it will greatly change the way you communicate with your customers!
Millennials – it’s a whole new ballgame recruiting AND retaining these Gen Y talents. Here are some ways you can attract and gain the loyalty of the new generation of workforce.
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