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.
Bill Winterberg joins us to discuss his career path, the life of an entrepreneur and the latest trends in technology.
Dave Grant joins us to respond to an e-mail from Kristen, a financial advisor and listener. This is a hard profession to break into, but it is worth it!