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Sisällön tarjoaa Scott Frank and James Conole, Scott Frank, and James Conole. Scott Frank and James Conole, Scott Frank, and James Conole tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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What's the Best Way for a Career Changer to Get Into the Financial Planning Industry?

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Manage episode 349064718 series 2653925
Sisällön tarjoaa Scott Frank and James Conole, Scott Frank, and James Conole. Scott Frank and James Conole, Scott Frank, and James Conole tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

  continue reading

193 jaksoa

Artwork
iconJaa
 
Manage episode 349064718 series 2653925
Sisällön tarjoaa Scott Frank and James Conole, Scott Frank, and James Conole. Scott Frank and James Conole, Scott Frank, and James Conole tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

  continue reading

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