Season 2 Episode 19 -So You Want to Get Into Financial Planning...Here's What You Need to Know! ft. Nancy Langdon Jones
About our guest…
Nancy Langdon Jones has been a panelist for the Los Angeles Times’ Investment Strategies Conference, was named one of the “Most Influential People in the Profession” by readers of Financial Planning Magazine in 2002, was included in the American Business Women’s Association 2003 Top Ten, and a recipient of the Albert Nelson Marquis Lifetime Achievement Award.
In 2001 she published So You Want to Be a Financial Planner: Your Guide to a New Career. The 9th edition was published in 2018, which in my opinion is one of the must reads for every aspiring financial planner and or CFP certificate.
Nowadays you spend your time by giving back to the profession in many ways including corresponding with individuals asking for guidance in making a career move to the financial planning profession.
What we talked about…
🎙️How Financial Planning Has Changed
🎙️Decentralization of Financial Planning
🎙️Designations in Financial Planning
🎙️How Behavioral Finance Came To Be
🎙️How To Apply Behavioral Finance
🎙️WMessage for Career Changers
Resources from this podcast…
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