How Financial Planners Can Fix Their Diversity Problem

The financial planning profession has a big problem: less than 3.5 percent of all the 80,000 Certified Financial Planners (CFP) in the U.S. are black or Latino — just 2,700. The CFP Board Center for Financial Planning released a survey four months ago … Continue reading

5 ways to crush Q4 and roll into 2019 full of momentum

If you want to finish 2018 strong and make 2019 your best year ever, I’ve got five actions to help you crush Q4. Continue reading

NAR launches financial wellness program for 1.3 million members

As agent income declines, trade group says financial tools for member success in business and in life remains a priority.

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