We are excited to have Bill, Katie, and Dave back to continue our conversation we started in last week’s episode. This week we discuss what we learned starting over at a new firm and even starting out on our own.
Each advisor shares their perspective on what helped make them successful in starting over - from mentors to study groups to professional organizations. Even if you aren't thinking of starting over, this episode is filled with tips on how to continue your professional development.
We hope you enjoy this podcast and this new format! Be sure to connect with us on Twitter, LinkedIn or via email.
Your career matters and we are here to help you be exceptional financial planners.
The Financial Planning Association®
The National Association of Personal Financial Advisors