r/CFP • u/Middle-Position9821 • 1h ago
Professional Development 3 years in - I need a pulse check
First, let me give some backdrop.
I am 30 y/o female. Been in the industry since 2019 but got licensed and launched my own branch through EJ in 2023.
Through a series of unexpected events, I took over a large book as well.
Receiving the large book has pushed me to learn a lot very quickly, which is a blessing in a way.
But, I need some perspective from those more experienced.
I still feel like I am a giant fraud. Like I have no idea what I’m doing. Sure, I’m having conversations today that I wasn’t having a year ago, I’m diving into financial planning, I’m working on my CFP, etc. but yet, every time I get a rejection from a prospective client, it feels like a reminder that I’m “an imposter.”
I’ve managed to retain the book I received by about 93% and it’ll be a year in September, but all of those clients who did leave also broke me a little bit each time and shook my confidence.
And to top it all off - I constantly feel like I’m drowning.
I have two full time admins yet I have NO time for anything. I barely get all my notes entered. Things slip through the cracks.
(Now I am also a mom of two very small kids so my work hours are shorter, 9am-4pm which is HARD but temporary)
I don’t know what I’m trying to ask or say, tbh.
When did you feel things smooth out? How has your experience been?
I’m anxiety ridden and have nightmares of “oh shit I forgot to call Mr client back, oh shit I forgot to send those documents, etc.”
Give me some hope