10 Things I Wish I Knew Before I Became a Financial Planner
By Arielle Pardes
9. Learn to embrace financial technologies. Technology is continuing to improve all industries, but especially with investing, there are so many new systems and tools that you can use as a financial planner. I personally use Betterment, an online investing platform, with my clients, and I think it’s very innovative. Some financial planners feel threatened by these types of “robo advisers” — like, What if they take all my clients? — but I disagree.