Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years
Barron's Advisor
00:00
Navigating the Path from Journalism to Financial Planning
This chapter outlines the speaker's transition from journalism to a career in financial planning, detailing their path to earning the CFP designation. It also examines their experiences with internships and the importance of aligning with a firm that supports younger, high-earning clients.
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