A growing financial advisory firm needs lots of top talent. What are you doing to deepen your roster of advisors? Do your brightest employees see a path for themselves from, say, a business or marketing degree to CFP® certification? And if so, what can both the employee and the employer expect during that process?

Well, confession time: it’s been a couple years (actually decades) since I got my CFP®, so I don’t think I’m the best person to answer those questions. I decided to go to a better-qualified source.

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Andrew Jones is a representative in the high-net-worth area at one of the country’s leading investment management firms. Andrew recently completed the CFP® program and will soon meet the work requirements to become, officially, a CFP®.

Andrew told me that one of the reasons he decided to pursue his CFP® rather than an MBA is that he saw himself as more of a people person. Your firm needs to attract and cultivate millennials like Andrew who recognize that there’s more to advisory than just managing money. Advisors who are skilled communicators and who are empathetic with an ability to connect with your clients as people are vital to the future of your business.

On today’s show, Andrew shares his best advice for studying and passing the CFP® exam. He also talks about the resources his company made available to him and how studying with other aspiring CFP®s created a sense of camaraderie and accountability that was critical to his success. We also hear from a special guest who was particularly instrumental in helping Andrew earn his CFP®.

As you’re listening to Andrew discuss this process, ask yourself what your firm could be doing to encourage young employees to pursue CFP® certification and how you could foster a workplace culture that would improve their chances of success.


– The ROL Index A tool Mitch Anthony and I developed to help advisors measure their clients’ well-being in 10 aspects of life.

– Values Clarification Toolkit Click here to download this FREE tool and start living your values.

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