CFFP #65 - Financial Planning is a Lateral Field
Description
On this week's episode of Conversations for Financial Professionals, I chat with Hannah Moore, CFP® about why the financial planning industry is typically viewed as a linear career path from the outside looking in, but in fact, it's quite the opposite.
In the full episode, you'll discover:
🎙️Hannah's story and origin in financial planning
🎙️What is the nex-gen financial planner?
🎙️How does one become a nex-gen financial planner?
🎙️What trends are shaping the financial planning industry?
🎙️How can aspiring financial professionals best position themselves for success?
🎙️In your own words, what does the phrase "financial planning professional" mean to you?
Resources:
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