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What's the Best Way for a Career Changer to Get Into the Financial Planning Industry? episode artwork

EPISODE · Dec 7, 2022 · 26 MIN

What's the Best Way for a Career Changer to Get Into the Financial Planning Industry?

from Real Personal Finance · host Scott Frank and James Conole

Scott and James discuss the best way to enter the financial planning industry as a career changer.Wilson Liu Financial ResourcesWe're on YouTube here!Listener Question:I really enjoy your podcast. I've had a 10-year career in nonprofit development, but I've had a passion for investing and personal finance since I was a little kid. I'm trying to pivot into wealth management. I know in a recent episode you addressed the path into the industry for someone coming out of college. I'd love to hear if you have any insight for someone making a pivot mid-career. Maybe the pathway is the same, but it would be great to hear what you think.Planning Points DiscussedUtilizing Time EfficientlyCapital AppreciationPurchasing PowerOther issues (IRAs, Inflation, Financial Goals, etc.)Timestamps:2:30 - We're on YouTube HERE!6:17 - Financial Resources10:15 - Understanding Your Options12:46 - Career Change Sample15:55 - Characteristics Scott/James Look For23:00 - Aligning Your Financial GoalsLET'S CONNECT!JamesYouTube LinkedIn WebsiteScottFacebook Twitter WebsiteENJOY THE SHOW?Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

What this episode covers

Scott and James discuss the best way to enter the financial planning industry as a career changer. Wilson Liu Financial Resources We're on YouTube here! Listener Question: I really enjoy your podcast. I've had a 10-year career in nonprofit development, but I've had a passion for investing and personal finance since I was a little kid. I'm trying to pivot into wealth management. I know in a recent episode you addressed the path into the industry for someone coming out of college. I'd love to ...

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What's the Best Way for a Career Changer to Get Into the Financial Planning Industry?

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Frequently Asked Questions

How long is this episode of Real Personal Finance?

This episode is 26 minutes long.

When was this Real Personal Finance episode published?

This episode was published on December 7, 2022.

What is this episode about?

Scott and James discuss the best way to enter the financial planning industry as a career changer.Wilson Liu Financial ResourcesWe're on YouTube here!Listener Question:I really enjoy your podcast. I've had a 10-year career in nonprofit development,...

Can I download this Real Personal Finance episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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