Select Page

Dave GrantDave Grant is an internationally known planner from the Chicago-land area and in this episode he helps us to respond to an e-mail from Kristen, a financial advisor and listener.  She shared with us her story and struggles with feeling lost in the industry. I know there are far more people in financial planning that can relate to her, and her questions, than we might think.  This is a hard profession to break into, but it is worth it.

Thank you, Kristen, for the e-mail.  I hope you know that you are not alone and that you find your place in the profession.

hannah's signature

“In our day and age.. you see everyone’s good parts. You don’t see the struggle that people have gone through.”

 

“The dark side of becoming an RIA owner”

Finance for Teachers

Finance for Teachers Network

Fox Financial Planning Network