Mar 29, 2015, 12:01 AM EST

First and foremost, it's not about the money

By Layton Cox

A little more than a year ago, I was calling everyone in finance I had ever met. I was drilling them with questions ranging from “How is the work-life balance?” to “How long do I have to wait to find out if I'm good at it?” Over the past year or so, I've discovered a few things no one warned me of. For everyone who was in my shoes a year ago, these tips are for you.IT'S NOT ABOUT THE MONEYI had heard countless stories of the young gun hitting it big by landing an “elephant” client. I expected to make two or three times my starting salary by the end of year one. Spoiler alert: It doesn't happen.Don't get into this business for the money. Get into this business to help people.(More from Layton: What I didn't expect about being an adviser)It will be amazing to learn how uninformed the majority of American investors are. You'll be even more amazed at how idiotic your peers in the industry sound. As an... Read full post

Mar 29, 2015, 12:01 AM EST

Tedious work and quarterbacking ultimately lead to grateful clients

By Sam Honey

It's hard to believe almost a year has passed since I joined Plancorp. New opportunities for growth and learning have presented themselves every day. At times, I've risen to the occasion, and other times I've found myself short of the mark. Through it all, the experience has been very enjoyable. It is a blessing to work in an environment with people who are genuinely concerned for clients and their progress. I can't recall many meetings in which the client hasn't expressed sincere gratitude for what Plancorp has been able to help them accomplish.(More from Sam: Variety of tasks, client issues makes each day instructive)Recently, the main challenge I was grappling with was the certified financial planner exam, which I took this month. Preparation for this exam was a real test of commitment and discipline (I find my family infinitely more enjoyable than AMT calculations). Through the occupied nights and weekends, my wife was extremely... Read full post