Finding Your Identity, Purpose, and Impact

You're a Financial Planner, Now What?

English - June 25, 2019 19:57 - 43 minutes - 62 MB - ★★★★★ - 64 ratings
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Previous Episode: Forging a Path to Partnership

Next Episode: Focus on Your Message

In this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen planner, and the best ways to communicate your identity in this profession. Ready to dive in? Tune in now!