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When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.

Overcoming setbacks is a key part of his formula for success.

Sometimes a planner's advice can go awry, despite best intentions.

Miguel Sosa has found that LinkedIn videos help him reach his global client base.

After graduating with a financial planning degree, this advisor-to-be took a detour to Disney World, where the lessons applied more than he’d anticipated.

Is hourly and standalone planning misguided? This advisor says yes.

Books can be great marketing tools, but also time consuming.

Being raised by a single mother and going through two divorces taught Loreen Gilbert how to be a better planner, she writes.

Planner Matthew Boersen used youth to his advantage in appealing to older clients.

I told clients they need a plan. Turns out, I needed one, too.

Learning through experience is a great way to prepare for a successful advisory career.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

After Sept. 11, 2001, one planner resolved to use his skills as a CFP to assist affected families pro bono and he rallied others to his cause.

How one planner’s pro bono work changed how she approached teaching her children about financial matters.

Planners who lack this vital skill may not provide the best guidance to clients.