“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Success stories from financial advisors with non-traditional backgrounds: “My major was chemistry and, after a career in the pharmaceutical industry, I began working as an independent consultant. As my interest in the financial markets increased, I began exploring options for an “encore” career in the financial industry.” You Don’t Have To Be A Major In Business To Be A Financial Planner (Ginger Szala, ThinkAdvisor) New Planner Recruiting’s Caleb Brown covers 5 reasons to consider a career in financial planning: “The relationship that…
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Weekend Content for New Financial Planners (August 1-2, 2020)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. XY Planning Network advisor Leslie Ransom changed careers as a 40-something, gained an internship, and now works as a paraplanner to help build the RIA she started from scratch: “I said alright I’m going to go be an intern at, I don’t know how old I was, 40-something. Plus, I needed the experience to order to be a CFP because you have to have a certain number of years of experience.” Jumping Careers In Her 40s And Building Confidence In The…
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Weekend Content for New Financial Planners (June 27-28, 2020)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Making a career change as a mid-career professional: “But as a young professional exposed to the effects of the Great Recession and two rounds of layoffs in as many years, I decided to take a step back and consider what was motivating me both personally and professionally. Through that process of discovery and self-reflection, I came to realize I wasn’t on a good path at all. I had no defined goals beyond the next promotion; I wasn’t building anything I valued…
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Weekend Content for New Financial Planners (May 23-24, 2020)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Persevering through a financial crisis to create your dream career: “My advice is, don’t give up. Learn where you are. And I would say like if you don’t like where you are, you can move on.” #FASuccess Ep 177: Career-Changing To Become A Financial Advisor In The Midst Of A (Financial Crisis And) Bear Market, with Sara Stanich (Michael Kitces, Kitces.com) Signs of hiring amid COVID-19: “Amid a pandemic, lockdowns and unprecedented volatility, advisor Evelyn Zohlen filled not one, but two open…
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Weekend Content for New Financial Planners (January 31, 2020)
“Weekend Content for New Financial Planners” is a collection of podcasts, articles, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. *** With the start of a new year (and decade!), it’s a good time to rebrand the “Financial Planning Articles” series. With many of my links featuring podcast episodes and videos, “Weekend Content for New Financial Planners” better describes the content that I share in this series. This edition appropriately kicks off with two podcast episodes geared towards transitioning into the industry. From FPA Activate, the first is an interview between Hannah Moore and XY Planning Network’s Financial Planning and Process…
