Ep #166: Managing A Paint Store To CFP With Nathan McDuffee New Planner podcast

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MBA Business Caleb Brown Financialplannercareers Financialplanning Financialplanningeducation Podcasting Education Financialplanner

Indhold leveret af Caleb Brown. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Caleb Brown eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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Ep #166: Managing a Paint Store to CFP with Nathan McDuffee

9M ago 23:12

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MP3•Episode hjem

Indhold leveret af Caleb Brown. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Caleb Brown eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Nathan McDuffee is a Financial Advisor with Oliver Wealth Management based out of Towson, MD, and he joins the show today to share his journey from working as a painter and Assistant Manager at a paint store—and struggling with personal finances—to becoming a successful financial planner. If you are considering a career change from a completely unrelated industry, this is an episode for you!

Listen in as Nathan discusses his path to obtaining CFP certification, the challenges and mistakes he made along the way, and his progression from a paraplanner to a lead planner role in three years. You'll learn the transferable skills from his previous career that enabled his success in financial planning, insights into handling difficult client situations, and tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/48DVrCN

… continue reading

214 episoder

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner

Artwork

Ep #166: Managing a Paint Store to CFP with Nathan McDuffee

New Planner Podcast

published 9M ago

Del

MP3•Episode hjem

Indhold leveret af Caleb Brown. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Caleb Brown eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Nathan McDuffee is a Financial Advisor with Oliver Wealth Management based out of Towson, MD, and he joins the show today to share his journey from working as a painter and Assistant Manager at a paint store—and struggling with personal finances—to becoming a successful financial planner. If you are considering a career change from a completely unrelated industry, this is an episode for you!

Listen in as Nathan discusses his path to obtaining CFP certification, the challenges and mistakes he made along the way, and his progression from a paraplanner to a lead planner role in three years. You'll learn the transferable skills from his previous career that enabled his success in financial planning, insights into handling difficult client situations, and tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/48DVrCN

… continue reading

214 episoder

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner

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