Season 7 Episode 71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond
About our guest…
If you're considering a career change to become a financial planner, then you'll want to listen to this episode of Conversations for Financial Professionals. Michael G. Thomas, Ph.D., AFC® and I discuss insights for career changers that want to make the switch to this rewarding profession.
You'll learn what skills you can leverage from your current career to make the transition smoother, and why career changers make great candidates for the planning profession. We also talk about the mental barriers new entrants face and how to use EQ over IQ when it comes to success in this field.
So if you're interested in learning more about the financial planning profession, be sure to check out this episode!
What we talked about…
In this episode, you'll discover:
🎙️Amanda's story and origin in financial planning
🎙️The unique challenges career changers face when making a career switch
🎙️How best to deal with obstacles when making a career change
🎙️How The American College is supporting the financial planning profession?
🎙️Interesting trends you've noted during the pandemic about the workforce
Resources from this podcast…
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