When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!
In this episode we go over how to incorporate positive psychology into your planning with Dr. Martin Seay. Learning how to incorporate positive psychology into you practice can help to improve your planning, communication, and relationship with your clients.
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.