Charesse Hagan believes it’s time to challenge the narrative that the only career path within financial planning is working toward being a lead advisor. Through her experience as a paraplanner and operations consultant, she has learned first hand that there are countless exciting opportunities for people to find their fit within the financial planning community.
This week on #YAFPNW we chat with Amy Irvine on about approaching your target market, how to have meaningful conversations with your clients (even when it’s uncomfortable), and more.
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.
Chad Smith, CFP® 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.
Dan Mauck 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.