Ep #183: From CSA To Firm Owner With Lauren Williams 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.

New Planner Podcast « »
Ep #183: From CSA to Firm Owner with Lauren Williams

5M ago 25:27

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.

Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeking to start your own firm, this is an episode for you!

Listen in as Lauren opens up about obtaining various licenses, pursuing a finance degree, taking time off for her daughter, and eventually earning a master's in financial planning and the CFP designation. She also talks about her decision to start her own firm, reveals what it was like leaving a high-paying job for the unknown, and offers tips for newer planners.

You can find show notes and more information by clicking here: https://bit.ly/4bwHY0M

… continue reading

214 episoder

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

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Ep #183: From CSA to Firm Owner with Lauren Williams

New Planner Podcast

published 5M 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.

Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeking to start your own firm, this is an episode for you!

Listen in as Lauren opens up about obtaining various licenses, pursuing a finance degree, taking time off for her daughter, and eventually earning a master's in financial planning and the CFP designation. She also talks about her decision to start her own firm, reveals what it was like leaving a high-paying job for the unknown, and offers tips for newer planners.

You can find show notes and more information by clicking here: https://bit.ly/4bwHY0M

… continue reading

214 episoder

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

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