In the News
Navigating Success: Essential Strategies for New Financial Advisors
New financial advisors can navigate early-career challenges by focusing on essential education, technical and soft skills, as well as client acquisition strategies and work-life balance. CFP® certification is emphasized as the standard in the profession, with research showing CFP® professionals typically earn more and advance faster than non-certified advisors.
Read More at VettaFi Advisor Perspectives
VettaFi Advisor PerspectivesDavid Leo
September 10, 2025