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

New Planner Podcast

Nội dung được cung cấp bởi Caleb Brown. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Caleb Brown hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

9M ago 23:12

MP3•Trang chủ episode

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

214 tập

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