A long-tortured analogy in many professions is that they like to see themselves as the quarterback for their client’s needs. Lawyer? Quarterback. Accountant? Quarterback. Massage therapist? Second string quarterback. Financial planners have been no different, but give that the profession grew out of a hybrid of investment, tax, insurance, and legal knowledge, we’ve perhaps had a slightly better claim to …
Assessing Career Opportunities
When I was getting my start as a financial planner, I got an offer from just about every financial firm I interviewed with. Every bank, insurance company, brokerage firm, and asset manager was interested in a veteran with an MBA in finance at just 24 years old! Or at least that’s what the offers suggested. Yet, one comparison of offers …