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How to Handle Underperformers
by Caleb Brown, 4/21/18

The following six “dos and don’ts” are meant to guide you towards bringing an underperforming planner back up to the service standards that reflect your firm’s values.

The State of the CFP Board Registered Financial Planning Programs?
by Caleb Brown, 4/22/14
Each year I spend several days visiting various Certified Financial Planner Board-registered programs throughout the country to ensure that as an industry, we are continuing to source, screen and integrate the best available talent for the financial planning firms we represent. On the plus side, I found many students are ready and eager to enter the financial-planning world. But there were also ominous signs for the future of our profession.
2 results found.