About our guest…

If you're thinking about a career change, financial planning may be the right move for you. In this episode of Conversations for Financial Professionals, Adam P. Scherer, MS, CFP®, EA discusses what makes financial planning an attractive profession for career changers and shares some interesting trends in the industry. He also provides three things that career changers should understand about the profession before making a switch. Finally, Scherer discusses the skills that are most desirable to obtain as the industry evolves. Tune in now for all this and more!

What we talked about…

In this episode, you'll discover:

🎙️Adams's story and origin in financial planning

🎙️What makes financial planning attractive for career changers

🎙️Interesting trends in the financial planning profession

🎙️3 things career changers should understand about the profession

🎙️What skills are most desirable to obtain as the industry evolves

🎙️In your own words, what does the phrase "career changer" mean to you?

🎙️Community Question: How much time per week should someone allocate for the CFP journey?

Resources from this podcast…

• Check out the Early Bird deal to enroll in the BIF Review for CFP Exam Prep (March 2023 cycle)! Enroll in the March 2023 BIF Review before 11/15 to receive $100 off: bostonifi.com/bif-review#pricing Use coupon code: JUMPSTART

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