Alexandria Cole is three years in the profession and shares what it’s like to be “in the middle” of her career story. While working at an insurance company, Alexandria attended a financial planning mixer and discovered the world of financial planning and what it had to offer. She shares her journey to find what she’s been looking for - how to help clients in a meaningful way. Alex is a great example of what it means to step outside of your comfort zone, get involved and see the benefits of being involved within the financial planning profession. From networking, mentors, peers and finding job opportunities, Alexandria has discovered new opportunities for herself and better ways to serve clients.
Many of the career stories you hear share the beginning, end and skip the middle, but Alexandria shares where she is at in her career story - the middle. She is in a paraplanning role and shares her journey in deciding if she wants to be a lead planner and how she would design her idea role, if given the opportunity.
Alexandria understands something critical about the financial planning profession: our strength lies in our community. The passion and the willingness to support each other is infectious and Alexandria found this to continue to hold true when she failed her first attempt at the CFP Exam. Instead of judgment and embarrassment, she found a community that encouraged he, is her champion and wants her to be successful. Through community, Alexandria found her passion for financial planning.
What You’ll Learn:
- The importance of the financial planning community and how you can get involved
- How one person can make a difference in the financial planning profession
- Ways you can get involved as an individual - even if you don’t want to go so far as to launch your own NexGen chapter
- How to continue to push forward with purpose if you fail the CFP® exam the first time
- How to decide what career path you want to take in financial planning
- How to get involved with NexGen
- That it’s okay to forge your own path