Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green
Update: 2025-11-14
Description
Have you ever had to take a step back to move forward? That's exactly what Emily Green did when she left her career as a surgical assistant to pursue financial planning. After realizing she wanted more client connection, Emily explored entrepreneurship, discovered her passion for finance, and found her way to MY Wealth Planners.
In this episode, Emily shares what it was like to start over in her 30s, the lessons she learned from her mentor, and how asking the right questions helped her grow into her role as an associate planner. Her story is a reminder that stepping out of your comfort zone can lead to something even more fulfilling.
You can find show notes and more information by clicking here: https://tinyurl.com/bdfyd3pu
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
