Ep #183: From CSA To Firm Owner With Lauren Williams New Planner podcast

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Conteúdo fornecido por Caleb Brown. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Caleb Brown ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

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

5M ago 25:27

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MP3•Home de episódios

Conteúdo fornecido por Caleb Brown. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Caleb Brown ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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 episódios

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

Artwork

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

New Planner Podcast

published 5M ago

Compartilhar

MP3•Home de episódios

Conteúdo fornecido por Caleb Brown. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Caleb Brown ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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 episódios

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

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