Just a few years ago, Dan Andrews was working as an investment manager for a broker dealer and running a side blog about personal and professional development. After attending the 2015 FPA Conference in Boston, Dan realized that there was a path in the financial services industry that was more aligned with his interests, expertise and values.
In this interview, Dan and I talk about his journey to becoming an independent financial planner at his firm Well Rounded Success. He shares his experience as an investment manager and the blog that helped him realize being a financial planner was the right move for him. Dan also opens up about his very intentional practice of self-reflection, and how you can integrate it into your work, too.
You can find show notes and more information by clicking here: www.xyplanningnetwork.com/97
Behind The Advisor