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When I started out as a financial planner at 23, I talked too much — I was too eager to prove I knew my stuff. I took the responsibility of being a financial planner really seriously, and I was desperate to learn so that I could give good advice. My evolution as a financial plannerAfter I got a few years under my belt and became a certified financial planner, my knowledge and confidence grew, but I still misunderstood my role as a financial planner. How to find the best financial planner for you1. And if you happen to be a young financial planner, I hope you can take my experience and learn this lesson much more quickly than I did!
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