Finding A Job:

Whether you’re just starting out, or you’re changing careers, finding a job in financial planning can feel overwhelming. There are so many opportunities open to you – the possibilities are endless! Listen in to these episodes of the #YAFPNW podcast to learn about finding a job in financial planning, and how to thrive in your new role.

Virtual Paraplanning and Building Processes

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!

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.

A Day in the Life of an Aspiring Financial Planner

This week Matt Fizell joins us from Middleton, Wisconsin. Matt is only a few years into the profession and working with a CFP® there in Wisconsin. Together, we walk through Matt’s career decisions, and how he sees his path as a financial planner unfolding.

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!

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