My wife worked very hard to get a masters degree in tax and slaved long hours to work her way up at a Big 4 accounting firm. Later in life, she transferred the skills she’d picked up from accounting and the relationships she made along the way into a career as a recruiter.

I started out as a financial advisor when I was 22 and had no idea how hard it would be to build a business from the ground up. For the first few years, while my friends were going out and having fun, I was cold calling and working five and a half days a week.  My manager even made me work extra hours so I could take a weekend off to be in a friend’s wedding. In addition to the long hours I was logging at work, I used my free time to study for a Certified Financial Planner™ designation. To this day, I take classes at the community college and read dry academic books about investing and financial planning on the weekends to keep my skills sharp in this very competitive world.

I strongly believe that an investment of time and money into building your skills is the most important part of a financial plan.

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