Leaving a Legacy: A Case for Mentorship Within Financial Planning

Leaving a Legacy: A Case for Mentorship Within Financial Planning

This episode is a moving testament to everything that a mentor can do for you. Allison Masoero goes into detail about how her relationship with Jeanne Robinson, CFP®, impacted and changed her life, how her relationship with her other firm members are constantly pushing her to be the best planner she can be, and her deep desire to continue the tradition of mentorship to the next generation of financial planners.

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!