Last Updated: 04/16/2026
White Papers
- Center for Financial Planning: Guide to Careers in Financial Planning
- Center for Financial Planning: Financial Planning Career Guide
- Center for Financial Planning: Scholarships
- CFP Board: Accelerate & WIN
Books
- Getting in the Door: Starting a Financial Planning Career by Daniel Yerger
- Finding Your Path by Caleb Brown
- Rewirement by Jamie Hopkins
- Just Keep Buying by Nick Maggiulli
- Unreasonable Hospitality by Will Guidara
- Advice that Sticks by Moira Somers
- The Behavior Gap by Carl Richards
- The One Page Financial Plan by Carl Richards
- Financial Planning 3.0 by Richard Wagner
- Seven Stages of Money Maturity by George Kinder
- Psychology of Financial Planning by Klontz, Chaffin, & Klontz
- The Great Game of Business by Jack Stack
- The Fiduciary Formula by Josh Itzoe
- Pre-Suasion by Robert Cialdini
- Never Split the Difference by Chris Voss
- A Random Walk Down Wall Street by Burton Malkiel
- The Million-Dollar Financial Advisor by David Mullen
- The Black Swan by Nassim Taleb
Blogs & Articles
- To Think, Like a CFP® by Richard Wagner
- Achieving Career Growth With An Ownership Mindset And Finding Where To Create The Most Positive Impact by Stacey McKinnon
- How I Completed My CFP Education Requirement In Less Than 1 Year (While Working Full-Time) by Sydney Squires
- Why Clients Hire “Human” Advisors In The Age of AI: How Advisors Can Positively Influence Clients’ Emotional States by Ben Henry-Moreland
- How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update by Sydney Squires
- Unequal Pay For Unequal Work Preferences? Examining The Gender Pay Gap For Financial Advisors by Derek Tharp
- Competition For Talent And The Rising Shortage Of Next-Generation Financial Advisors by Michael Kitces
- Why “Paying Your Dues” Is Necessary For New Financial Advisors by Michael Kitces
MYWP Blogs
- How to Interview (For a Financial Planning Job) by Daniel Yerger
- Understanding Conflicts & Incentives in Financial Services by Daniel Yerger
- In Respect of Grunt Work by Daniel Yerger
- Recruiting Wealth Planning Analysts by Daniel Yerger
- Recruiting an Employee in a Financial Planning Firm by Daniel Yerger
- One Step Back, Two Steps Forward by Daniel Stefanski
- The Economics of Developing a Financial Planner by Daniel Yerger
- The Financial Advice Shortage by Daniel Yerger
- Reducing Access to Retirement Advice is… Good? By Daniel Yerger
- Fee Debates are Pointless by Daniel Yerger
Podcast Channels
About Being a Financial Planner
- You’re a Financial Planner Now What?
- The Blueprint
- Kitces & Carl
- Financial Advisor Success
- Behind the Advisor (XYPN Radio)
- 2050 TrailBlazers
About Financial Planning Topics
Dr. Daniel M. Yerger is the President of MY Wealth Planners®, a fee-only financial planning firm serving Longmont, CO’s accomplished professionals.