LIVE at FPA Retreat 2018, we’re sitting down with a few of the industry’s most influential leaders to talk about the past, present, and future of the financial planning profession.
Many young financial planners are nervous when first sitting down with clients. Jeffrey Levine takes time in this episode to outline how researching your niche, studying financial planning, and embodying what it means to be an expert can eliminate your worry when you’re just getting started.
Jen Pritchard had no idea that virtual paraplanning work was an option until she graduated college. Now, three years later, she works as a successful, full-time virtual paraplanner and operations consultant – and is thriving in her role!
This idea of selling people on the value of financial planning is critical as a young planner – and it will completely change your outlook on your approach to your practice!
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.