Episode Details
Back to EpisodesWhat's the Best Way for a Career Changer to Get Into the Financial Planning Industry?
Description
Scott and James discuss the best way to enter the financial planning industry as a career changer.
Wilson Liu Financial Resources
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
Scott
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