“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 (July 11-12, 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. Financial Planner and FPA leader Hannah Moore's story and her top advice for new financial planners: "And I see that [isolation] in spades with younger planners. I talk to them all the time. Where they’re working at some big-name shop or broker-dealer or something, and they have no idea there’s a world outside of there. And so that’s isolation. They don’t know what else is out there."