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Finding your Path: The Roadmap from Student to Successful Financial Planner
Cut Through the Confusion and Start your Career Off Right!
Finding your Path will teach you everything you need to know to transition from financial planning student to professional so you can become the financial planner you were destined to be.
From understanding the various channels of entry, different firm structures, and career paths available to how to properly vet hiring firms, negotiate compensation, pass your licensing exams, and develop the skills you need to excel, Finding your The Roadmap from Student to Successful Financial Planner is a practical guide packed with resources, examples, ready to use scripts, and tips so you can stand out from the crowd and secure your dream job to enjoy massive success over the course of your career in financial planning.
Finding your Path will teach you everything you need to know to transition from financial planning student to professional so you can become the financial planner you were destined to be.
From understanding the various channels of entry, different firm structures, and career paths available to how to properly vet hiring firms, negotiate compensation, pass your licensing exams, and develop the skills you need to excel, Finding your The Roadmap from Student to Successful Financial Planner is a practical guide packed with resources, examples, ready to use scripts, and tips so you can stand out from the crowd and secure your dream job to enjoy massive success over the course of your career in financial planning.
217 pages, Kindle Edition
Published July 5, 2023
11 people are currently reading
26 people want to read
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Displaying 1 - 3 of 3 reviews
January 17, 2024
-took me about 4 sittings to plow through this excellent guide to the Financial Planning space
-this is an industry I am looking to break into and the comprehensive breakdown of each leg of the journey was chalk full of relevant details
-this book is easily digestible and a page turner
-it oozes with information given by someone who has a ton of experience and knowledge of the industry
-the detail and specificity is incredibly helpful and I took notes on nearly every chapter
-I would venture to say this is a must read for any aspiring planner
-I’ve got an interview tomorrow and feel well equipped to come with questions. I will also be avoiding finger food and sauces at our lunch
-this is an industry I am looking to break into and the comprehensive breakdown of each leg of the journey was chalk full of relevant details
-this book is easily digestible and a page turner
-it oozes with information given by someone who has a ton of experience and knowledge of the industry
-the detail and specificity is incredibly helpful and I took notes on nearly every chapter
-I would venture to say this is a must read for any aspiring planner
-I’ve got an interview tomorrow and feel well equipped to come with questions. I will also be avoiding finger food and sauces at our lunch
January 30, 2025
This is a must-read book if you intend to change industries into financial planning!
March 27, 2025
Extremely Useful
Exactly what I needed to help with my career change. If you’re considering a career change too, get yourself a copy!
Exactly what I needed to help with my career change. If you’re considering a career change too, get yourself a copy!
Displaying 1 - 3 of 3 reviews