This episode features a round table discussion about career paths held on April 14th, 2016. The discussion is led by Hannah Moore, CFP® and Casey Kupper, CFP®, CFA®, a Wealth Advisor at Cadent Capital. As part of the discussion, Casey shares the story of his career path and succession plan.
I hope you see that there are many ways to have a successful career in financial planning and this conversation helps you as you navigate this great profession.
“It’s always been my career path… it just took a little bit of time.“