Financial Planner Life Podcast cover image

Finding your niche within Paraplanning

Financial Planner Life Podcast

CHAPTER

Navigating a Creative Transition to Finance

Exploring the speaker's journey from a creative background in photography to a career in finance, detailing experiences at firms like Edward Jones and the shift towards a comprehensive paraplanning business. Insights into balancing creativity with financial services and the evolution of part-time roles to full-time positions are discussed, along with the importance of flexible resources in business development.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner