Special Episode: Finding Your Path - The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown
New Planner Podcast
English - February 02, 2024 12:00 - 28 minutes - 40 MB - ★★★★★ - 23 ratingsManagement Business Education How To financialplannercareers financialplanners financialplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep #166: Managing a Paint Store to CFP with Nathan McDuffee
Today, we welcome back Jesse Lineberry to interview Caleb on his new book, Finding your Path: The Roadmap from Student to Successful Financial Planner. If you are looking to excel in the financial planning field, this is an episode you won’t want to miss!
Listen in as we dive into the purpose behind the book, how to navigate the profession, and the various career paths that are available. We also discuss how to avoid common pitfalls, making this a valuable episode for both fresh graduates and career changers interested in financial planning.
You can find show notes and more information by clicking here: https://bit.ly/3SdD9kw