What You'll Learn In Today's Episode:

  • How getting your CFP® has changed in recent years.
  • What’s next after you get your CFP®.
  • How to set up a process to make sure you never miss a step when helping your clients.
  • The benefit of having a plan for when the market goes down.
  • How to ensure there is family harmony in the event of someone passing away.

The CFP® designation has been the standard of excellence for financial planners for decades—and it’s easy to see why. The highest designation in financial planning, combined with the commitment to high ethical standards, sets advisors holding this designation apart from the rest. So, what comes next after you receive your CFP®? And how can we implement processes to ensure our practices run as smoothly as possible? Jeff Rattiner, President at Rattiner’s Financial Planning Fast Track, Inc., joins Micah today to share the answers to these questions and more.

Listen in as Jeff explains the importance of understanding and acknowledging what you don’t know, as well as how to reach out to the appropriate professional to ask for help in the event that you don’t have the answer. You will learn how to ensure family members are all on the same page in the event of someone passing away, how to plan for when the market goes down, and the benefit of developing a procedures manual for your firm.

Resources In Today's Episode:

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