Ep #98: Changing Careers to Become Financial Planners with Libby McKay and Jessi Dolmage

Libby McKay and Jessi Dolmage are Financial Advisors with Penobscot Financial Advisors based out of Portland, ME. They join the show today to discuss how they got started in financial planning and what it was like getting hired without any previous experience under their belts. If you are considering a career change to financial planning, this episode is one you won't want to miss! Listen in as Jessi shares how she pivoted from the non-profit fundraising sector to financial planning, how she was able to narrow down the type of firm that would be the best fit for her, and what it was like working for a firm where she was a client. Libby gives us a look into why her life sciences career was not the best fit for her, how her interest in financial planning was initially piqued, and why she pursued the CFP certification—even though it wasn't required. Both also open up about what they would have done differently in their careers so far and offer tips for new planners.  You can find show notes and more information by clicking here: https://bit.ly/3Tr1HX3