A Mindset for Career and Succession Planning Success

A Mindset for Career and Succession Planning Success

Debbie Grose, CFP®, Chief Operating Officer of Lake Tahoe Wealth Management, is a dynamic woman in the world of financial planning. She’s passionate about mentorship, and has often led the charge when it comes to guiding new planners through successful careers. In this episode, Debbie is going over how her experience with succession planning went, what she would have done differently, and how new planners can start conversations around ownership in their own firm.

Finding and Succeeding in a New Job

Finding and Succeeding in a New Job

This week on the #YAFPNW podcast we re-air Caleb Brown’s interview about how new planners can launch their career! Because Caleb has experience in the financial planning world, he understands what the new planners are going through when job hunting.

Landing a New Job

Landing a New Job

Caleb Brown, MBA, CFP® has great insights into what you can do to set yourself apart from other applicants or excel at your job.  If you want to get to the elite status, this is definitely a must-listen podcast!