Ep #103: Outsourced Data Entry and Training the Next Generation of Financial Planners with Carrie Jones

Carrie Jones is a Certified Financial Planner based out of Orlando, FL, and she joins the show today to talk about her career in financial planning, including how she knew she wanted to be a financial planner as early as 8 years old. If you are a new planner seeking unique ways to gain valuable experience in your career, this is an episode for you! Listen in as Carrie shares how she got her start in the insurance channel, why that path was not the best fit for her, and how she took time away from her career to start a family—but was able to successfully re-enter the workforce. We also discuss why many fee-only RIA firms do not want to hire people who are new to the profession, as well as how we are working together, along with Sue Chesney, to change that with the launch of our new venture, Planning Zoo. You can find show notes and more information by clicking here: https://bit.ly/3EwAHkc