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Navigating Success: Essential Strategies for New Financial Advisors

By David Leo September 10, 2025 VettaFi Advisor Perspectives

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.

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VettaFi Advisor Perspectives
David Leo
September 10, 2025