Season 7 Episode 69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland
About our guest…
As a financial planner, it's important to nurture the next generation of professionals. In this episode of "Conversations for Financial Professionals," Dr. Barry Mulholland discusses what it takes to be a successful financial planner and how best to connect with others in the industry. He provides practical advice for those aspiring to enter the field, as well as tips for those who are making the transition from non-traditional student to financial planner.
If you're looking to become a successful financial planner, then you don't want to miss this episode. Dr. Mulholland shares what makes an effective financial planner and offers advice on how to position yourself for the best opportunity in this growing industry.
What we talked about…
In this episode, you'll discover:
🎙️Dr. Mulholland's story and origin in financial planning
🎙️Practical advice for the aspiring financial professional
🎙️How traditional and non-traditional students are coping with the transition into financial services
🎙️What makes an effective financial planner
🎙️In your own words what does the phrase "nex gen financial planner" mean to you
Resources from this podcast…
https://diversitasfp.org/
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