Find Your Place in the Profession

You're a Financial Planner, Now What?

English - July 16, 2019 14:46 - 50 minutes - 70.6 MB - ★★★★★ - 64 ratings
Careers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Leveraging Opportunities for Your Career

Next Episode: Where Education and Practice Meet

In this episode, Luis F. Rosa, CFP®, EA, covers the importance of mentorship, how to define your place within the profession as a new planner, and how everyone can find a home within financial planning.