Ep #137: Internships to Expertise: Career Changing into a Lead Financial Planning Role with Taylor Demars

Taylor Demars is a financial planner with Mars Financial Group based out of Washington, and he joins the show today to share his path to entering the financial planning profession and being thrust into the position of primary client advisor just a year into his tenure. If you're a new planner being pushed out of your comfort zone then this is an episode for you! Listen in as Taylor shares why he joined his grandfather's family-owned financial planning business, how he became the primary client advisor a year into his time there, and how he managed the client load while getting up to speed in the business. We also discuss the challenges and fears that Taylor faced and how he overcame them, how he developed his leadership skills, and tips for new planners dealing with uncertainties and stepping out of their comfort zones. You can find show notes and more information by clicking here: https://bit.ly/3NZZQYS