Gain financial-planning certification

Don Caiati, Caiati Financial Services LLC

As published in Scotsman Guide's Residential Edition, November 2007.

It has become increasingly imperative that brokers differentiate themselves by becoming "trusted advisers" to clients. The importance of having a designation such as "certified financial planner" is thus important for originators who dispense financial advice. If you're going to maintain your competitive edge, you must know the importance of understanding financial-planning tools before you pass them along to your clients. This includes educating your clients on methodically and systematically eliminating their debt.