Ep #37: Providing Financial Planning Support in a Broker Dealer Home Office Role with Dan Yergan

Dan Yergan is an associate financial planner with Valmark Securities in Akron, OH. Beginning in college with a corporate finance major before transitioning to personal financial planning and securing himself a fantastic internship opportunity, Dan has had an ambitious foray into the world of financial planning. He's a great example of what can happen when you're pursuing your passion and not afraid to take risks. Listen in as Dan discusses his path to financial planning, including why he chose to go for the CFP exam, his tips for acing it, and how the journey to the financial planning industry changed his initial plans. You'll learn what his day-to-day looks like as an associate planner, how he has managed to get older and more experienced advisors to trust his work, and his advice for new planners getting into the industry. You can find show notes and more information by clicking here: https://bit.ly/3pSmVPc