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

Episode 181 of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "What's the Best Way for a Career Changer to Get Into the Financial Planning Industry?" was published on December 7, 2022 and runs 26 minutes.

December 7, 2022 ·26m · Real Personal Finance

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Summary

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 ...

Episode Description

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 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 Discussed

Utilizing Time Efficiently
Capital Appreciation
Purchasing Power
Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:30 - We're on YouTube HERE!

6:17 - Financial Resources

10:15 - Understanding Your Options

12:46 - Career Change Sample

15:55 - Characteristics Scott/James Look For

23:00 - Aligning Your Financial Goals

LET'S CONNECT!

James

YouTube LinkedIn Website

Scott

Facebook Twitter Website

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