This episode is a moving testament to everything that a mentor can do for you. Allison Masoero goes into detail about how her relationship with Jeanne Robinson, CFP®, impacted and changed her life, how her relationship with her other firm members are constantly pushing her to be the best planner she can be, and her deep desire to continue the tradition of mentorship to the next generation of financial planners.
Eugenié George is intentionally entering the financial planning profession. After a career in teaching and technology, she is pursuing the CFP® designation and looking at how to best break into the profession as a career changer. Join us as we follow Eugenié on her path to becoming a financial planner in 2019.
This week on the #YAFPNW podcast we re-air Caleb Brown’s interview about how new planners can launch their career! Because Caleb has experience in the financial planning world, he understands what the new planners are going through when job hunting.
Caleb Brown, MBA, CFP® has great insights into what you can do to set yourself apart from other applicants or excel at your job. If you want to get to the elite status, this is definitely a must-listen podcast!