In the rapidly changing world that we currently live in, I believe that continuing education is now more important than ever for professionals in the financial services industry. With all of the changes that are happening every day, you're either green and growing, or ripe and rotting in this business.

To allow me to live up to my mission statement, it has always been important for me to keep on top of my continuing education.  Since 1999, I have studied for and passed dozens of different exams. My friends and family joke that I study much more now than I ever did back in high school or college.

The fruit of this labor is the seven designations that I currently maintain. These include: CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), Retirement Income Certified Professional (RICP®), Wealth Management Certified Professional (WMCP®) and Accredited Estate Planner (AEP®). 

A definite distinction between my practice and most in the Northwestern Mutual system is the additional credentials I've attained that allow me participate in our fee-based planning program.  This program is available to select Wealth Management Advisors within the Northwestern Mutual system (approximately 350 nationally).  This has allowed us to provide an entirely different skill set and level of service to clients where this is appropriate.

In addition to continuing my industry education, I also feel that it is extremely important to work on interpersonal and active listening skills as well. This is a large part of why I sought out the Dale Carnegie Training, and later went back to this very same course as a graduate assistant. After all, it isn't any good to have a wealth of knowledge without the interpersonal skills to effectively communicate that information to others.

I also participate in the continuing education program provided to us within The Wellesley Group, as well as various programs provided to us in the industry, and by Northwestern Mutual.

Our company, like many, has both regional and national training events every year. What makes ours unique is that every attendee has paid their own way to be there.  In the years that I have been with Northwestern Mutual, I am proud to say that I have not missed one of those meetings dating back to 1999.


Associations and Memberships

National Association of Insurance and Financal Advisors (NAIFA)


Randall E Hall, CFP®, CLU®, ChFC®, RICP®, WMCP®

Wealth Management Advisor


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