Emily Purdon, CFP® started her career in 2016. She quickly realized that her CFP® certification and financial planning degree through Virginia Tech hadn’t fully prepared her for the realities of being a planner - and she felt that the comprehensive planning she learned at her role with SBSB (Sullivan Bruyette Speros & Blayney) was both exciting and beneficial to clients in a way she hadn’t imagine was possible. As a new planner, she learned that financial planning is so much more than different “silos” of planning - taxes, investing, and financial life planning. Everything starts to overlap, and no comprehensive plan is alike.
Currently, Emily works for Sullivan Bruyette Speros & Blayney, as a Senior Financial Planner. Through her first years as a financial planner, she’s fallen in love with the financial planning process. In this episode, she’s diving into what it’s like to be a new planner, why she’s continuing to pursue a career in this profession, and how she’s been involved with FPA Residency. Emily has found a strong, supportive network through Residency, and we’re excited that she shared a little bit about how the program has helped her continue to advance her career!
If you’re a new planner, or a college student considering a career in financial planning, this episode is a must listen! It’s so rare to hear the perspective of a new planner, and Emily truly opens up about her experience in an authentic, amazingly helpful way.
What You’ll Learn:
- How Emily got into financial planning
- What her expectations were coming out of college with a degree in financial planning, and what the reality was when she started working at SBSB (and why she liked it better!)
- What her day-to-day looks like at SBSB, and what other new planners might be able to expect from their roles
- How she approaches the fact that she is so much younger in her career - and whether she feels it’s a benefit or drawback in networking situations
- How she wrote and published a Journal of Financial Planning article - and how she views the media as building a network of financial planners and helping one another grow
- Why networking is so important, and how she’s networked at the start of her career (and in college!)
- How she’s been involved with FPA’s Residency program