Chapter 8
A Day in the Life
In This Chapter
• Setting a routine to fit everything in
• Selling yourself or your ideas on a daily basis
• Developing powerful, inspiring client meeting skills
• Your involvement in your client’s investments
• The role of research and diligence
• Staying current and doing a good job for clients
 
The job title of “personal financial planner” has a nice ring to it. It’s prestigious, fun, and can give you a sense of providing much-needed help to people who you care about. But what exactly does a planner do all day?
In this chapter, I’ll talk about getting you into a groove that will make you happy and find you the greatest success. You will learn about some of the basic tasks surrounding the financial planning job that ...

Get The Complete Idiot's Guide to Success as a Personal Financial Planner now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.