Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
Behind The Advisor
00:00
Journey into Financial Planning and Importance of Comprehensive Financial Planning
This chapter is a conversation about the speaker's journey into financial planning and how they discovered the importance of comprehensive financial planning. They discuss how many people mistakenly focus solely on investments and stocks, but once they were introduced to real financial planning, they found it difficult to pursue anything else. The speaker then shares their path of getting a job in an RIA, obtaining their CFP credentials, and eventually deciding to start their own business.
Transcript
Play full episode
