Athlete, Rebel, and Financial Coach

Lauryn Williams, MBA shares her journey as an athlete and three-time Olympic medalist including the advice she wishes she received when she started out when she was 20 and had endorsement deals to starting her own firm. Using her personal experience, Lauryn knew there had to be a better way to provide financial advice. After getting her MBA and passing the CFP® exam, Lauryn was able to find people who were willing to approach financial planning differently and build on those experiences.

Using her personal experience, Lauryn knew there had to be a way to provide services to people who were like her, both in terms of being an athlete and not growing up in an affluent home. She started her own financial coaching program and is exploring what it means to serve the mass market and those who don’t have the income or assets to pay for a traditional financial planner.

The work Lauryn is doing is so important to financial planning and I am excited for you to hear this episode!

hannah's signature

“If you find that rebel, lets say a college student fresh out of school, who has zero experience… don’t shame them when you bump into them. Instead, be the person to take them under your wing. We’re better when everyone in this industry is better.”

Worth Winning

The National Association of Personal Financial Advisors

Briaud Financial Advisors

Katie Brewer, CFP®

Financial Planning Association of Dallas/Fort Worth

XYPN Conference

WeWork Coworking and Office Space

PUBLIC SCHOOL 972

 

Don’t Be Afraid to Try Things

Today we are joined by Chad Smith, CFP®, a financial planner and part owner of Financial Symmetry. Chad shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what has made him successful. He is also a fellow podcaster, so be sure to check him out.

Once again, if you passed your CFP® exam this past week, we want to celebrate with you! Send me an email at hannah@guidingwealth.com with your address and we have something to send you.

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“If you have the abundance mentality and share about your processes… who knows how many people are going to be helped by that? We know there’s shortage of planners anyway.”

The Financial Symmetry Podcast

FPA NexGen Gathering

Abacus Planning Group

Cheryl R. Holland, CFP®

In on the Ground Floor

Dan MauckDan Mauck is a Senior Financial Advisor and Director of Operations at Clintsman Financial Planning. Dan shares with us how working at Arthur Anderson early in his career helped shape him as a financial planner and gaining a much larger perspective than he had beforehand. When Dan moved from the big accounting firms to an RIA, he was the first hire and has helped the firm grow to 10 employees. Dan also shares some of his best career advice for planners who are looking to excel.

I hope you enjoy this episode!

hannah's signature

“Your value is determined by the size of problems you can solve. If you want to be paid like the big dog, then you need to learn how to solve big problems. And If you’re only going to solve small problems then you have to realize there’s only so much market value in that and you’re going to see it in your pay scale.”

Career Changes with Kirsten Ismail

Kirsten IsmailKirsten Ismail, Vice President of The Taylor Group, joins us for an interview where she discusses the challenges of being a career changer and entering the profession as a woman. She attributes much of her success to her study group thanks to the diversity and support of its members.

hannah's signature

“Do you want to be a part of something that exists or something that you want to create?”

 

DFW FPA Career Day
FPA Retreat