Episode Details

In this episode of the 9innings Podcast, host Kevin Thompson sits down with Chelsea Ransom-Cooper — CFP Board member and wealth advisor — to discuss her path in the financial advisory world. Chelsea opens up about her partnership with Jason Ray, the challenges of launching her own firm, and the significance of representation and the CFP® designation. The two dive into the realities of entrepreneurship, client relationship building, and the changing landscape of financial planning — offering insight and inspiration for both aspiring and seasoned advisors.

Chelsea & Jason Ray: How They Met (00:01:51)

Building the Partnership & Early Career Moves (00:03:33)

The Value and Evolution of the CFP (00:06:24)

First Steps as an Entrepreneur (00:13:02)

Role as a CFP Board Ambassador (00:17:54)

Advice for Young Advisors (00:22:25)

Final Words of Wisdom & Closing (00:26:03)

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