The Plan Personal Balance, Career Success, Financial Strength

John M. McKee

Financial Advisors rank 8 in Best Business Jobs. Jobs are ranked according to their ability to offer an elusive mix of factors. Read more about how we rank the best jobs. On top of their salaries, many advisors also earn substantial bonuses.

12 Key Strategies to Achieving a Work-Life Balance

To be a financial advisor, you need financial expertise and a desire to help people. A bachelor's degree is typically a good starting place, but you can choose a broad range of degrees — from finance to business to something entirely different.

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Increasingly, universities have begun offering financial planning degrees, too. However, Schaefer says, "My colleagues and I agree that 80 percent of our job is psychology, and only 20 percent is financial.

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I know successful owners of financial advisory firms that specifically recruit psychology majors for this reason. Though a business or economics degree will better prepare a professional to take industry exams or explain financial products, the ability to understand the core concerns and goals of a client or prospective client is much more valuable. You can also acquire other designations if you want to specialize in a certain area of financial planning.

And if you plan on buying or selling stocks or selling insurance, you'll need to procure state-specific licenses. Helen also works with select individuals, providing coaching and support as they develop a holistic action plan for their lives. Using the theories outlined in The Plan, Helen has helped people achieve whole life balance and success.

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The Plan is truly going to change your life and we'll be with you every step of the way. Excerpt of The Plan is courtesy of John M. This is a space where subscribers can engage with each other and Globe staff. Non-subscribers can read and sort comments but will not be able to engage with them in any way. Click here to subscribe. If you would like to write a letter to the editor, please forward it to letters globeandmail. Readers can also interact with The Globe on Facebook and Twitter.

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Leave this field blank. Here are some of the words they use to describe Helen: As a partner to the business, he is able to cut through non-essentials and quickly assess what is needed. Additionally, refrain from the excessive use of alcohol, tobacco, or drugs to relieve stress. Most importantly, we also provide lots of tools and support to help you stick to your Plan. As we help you create your Plan, you'll figure out your dream, which path you want to take to reach it and what steps you'll need to take along the way. As we move through the process, we'll share some real life success stories to inspire you.

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What is a Financial Advisor?

Elements of planning we apply to business can apply to our lives, say The Plan : Personal Balance, Career Success, Financial Strength. Discover The Plan . “With your tips and hints, your guidance in this book, career , personal and financial can all come into play and work out well and you can.

Open this photo in gallery: McKee and Helen Latimer. Published April 4, Updated May 1, Story continues below advertisement. Follow us on Twitter globeinvestor Opens in a new window. Tickers mentioned in this story Data Update Unchecking box will stop auto data updates. Log in Subscribe to comment Why do I need to subscribe?

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