Dave Grant is an internationally known planner from the Chicago-land area and in this episode he helps us to respond to an e-mail from Kristen, a financial advisor and listener. She shared with us her story and struggles with feeling lost in the industry. I know there are far more people in financial planning that can relate to her, and her questions, than we might think. This is a hard profession to break into, but it is worth it.
Thank you, Kristen, for the e-mail. I hope you know that you are not alone and that you find your place in the profession.