Extras · 1 of 4

A typical day

Three to five client meetings, in person or by video: a couple planning retirement, a new parent asking about an RESP (registered education savings plan), a small business owner worried about tax. Between meetings you build plans in software, review portfolios, answer emails and calls, and do the compliance paperwork that every licensed sale requires. Evenings are busy because clients work during the day. Independent planners also spend hours each week finding new clients.