2min chapter

Financial Advisor Success cover image

Ep 369: Breaking Through To New Growth By Changing Your Mindset Around Hiring (Complementary) Team Members with Michelle Ogden

Financial Advisor Success

CHAPTER

Retesting for CFP Certification and Overcoming Fear of Leaving the Brokerage Channel

The speaker shares their experience of retesting for their CFP certification and discusses the fear of leaving the brokerage channel.

00:00
Speaker 2
so after so after all that of going through to find someone anyways they still made you retest
Speaker 1
yes and I pouted for about a minute but you know I wanted to get my CFP and I was like you know what it's only going to help me pass the investment portion of the CFP even stronger and I just again shifted my mindset from what was me to how can this work for me and I've ordered the books and I took the test like a week later passed it and so I'm like always excited to say I didn't pass a seven just
Speaker 2
once I passed it twice and then I let
Speaker 1
it go
Speaker 2
so I've got to ask for all the people that that have concerns about leaving the brokerage channel and just sort of the the the fear of if it lapses and I have to go and I go back again I have to retest so what was it like taking it the the second time is it like oh I've actually been doing this so long this is all old hat this is actually really easy when you've been doing it or did you actually have to like go back and dig out a bunch of a bunch of knowledge that you didn't remember the
Speaker 1
first time I did study because I was worried because again knowing that people failed it I didn't know the first time I passed it I didn't realize people were being let go left and right because they couldn't pass the seven again ignorance is bliss to some extent but then having to take it the second time I was like I'm not taking this lightly because I've been out you know for a couple years you know I did the cram course through I don't remember what was Kaplan or or what one it was but
Speaker 2
I did the intense one and then I
Speaker 1
because I've always been a cram kind of person and I just crammed it all in and I went and took it and I passed I was like oh thank
Speaker 2
you

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode