In her article in this week’s newsletter (above), top producer Lizzie Dipp Metzger, says one of the greatest keys to her success has been cultivating a strong knowledge of the industry.
She started her career in pursuit of designations, like the CFP, since being a Certified Financial Planner holds her to a higher standard of care for her clients. She then added a Master’s Degree in Financial Services, and over the years has added specialties for the types of clients she serves and also earned an AEP designation.
Depending on your market, there are designations in retirement, charitable planning, and many others. Which leads us to this week’s question…
Do you think industry designations are:
Please feel free to elaborate via the comment button below, and click here to read more from Lizzie Dipp Metzger.