Ep #166: Managing A Paint Store To CFP With Nathan McDuffee New Planner podcast

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Innehåll tillhandahållet av Caleb Brown. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Caleb Brown eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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Ep #166: Managing a Paint Store to CFP with Nathan McDuffee

8M ago 23:12

Dela

MP3•Episod hem

Innehåll tillhandahållet av Caleb Brown. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Caleb Brown eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Nathan McDuffee is a Financial Advisor with Oliver Wealth Management based out of Towson, MD, and he joins the show today to share his journey from working as a painter and Assistant Manager at a paint store—and struggling with personal finances—to becoming a successful financial planner. If you are considering a career change from a completely unrelated industry, this is an episode for you!

Listen in as Nathan discusses his path to obtaining CFP certification, the challenges and mistakes he made along the way, and his progression from a paraplanner to a lead planner role in three years. You'll learn the transferable skills from his previous career that enabled his success in financial planning, insights into handling difficult client situations, and tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/48DVrCN

… continue reading

208 episoder

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner

Artwork

Ep #166: Managing a Paint Store to CFP with Nathan McDuffee

New Planner Podcast

published 8M ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av Caleb Brown. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Caleb Brown eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Nathan McDuffee is a Financial Advisor with Oliver Wealth Management based out of Towson, MD, and he joins the show today to share his journey from working as a painter and Assistant Manager at a paint store—and struggling with personal finances—to becoming a successful financial planner. If you are considering a career change from a completely unrelated industry, this is an episode for you!

Listen in as Nathan discusses his path to obtaining CFP certification, the challenges and mistakes he made along the way, and his progression from a paraplanner to a lead planner role in three years. You'll learn the transferable skills from his previous career that enabled his success in financial planning, insights into handling difficult client situations, and tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/48DVrCN

… continue reading

208 episoder

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner

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