This week on the #YAFPNW podcast we re-air Caleb Brown’s interview about how new planners can launch their career! Because Caleb has experience in the financial planning world, he understands what the new planners are going through when job hunting.
This week Matt Fizell joins us from Middleton, Wisconsin. Matt is only a few years into the profession and working with a CFP® there in Wisconsin. Together, we walk through Matt’s career decisions, and how he sees his path as a financial planner unfolding.
This week on the #YAFPNW podcast, Hannah Moore speaks at Texas A&M University about how new financial planners can overcome obstacles and take charge of their careers.
Passing the CFP exam is something that deserves to be celebrated and I hope you celebrate it well! We want to celebrate with you!
Part two of our #YAFPNW series with Leighann Miko delves into what it’s like to launch your own RIA and how to ride the roller coaster of entrepreneurship.