Certified Financial Planner Board of Standards Inc.

09/10/2025 | Press release | Archived content

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 Perspectives
David Leo September 10, 2025
Certified Financial Planner Board of Standards Inc. published this content on September 10, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on September 22, 2025 at 18:22 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]