Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson

New Planner Podcast

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7M ago 32:54

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Heath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help financial advisory firms with strategy and execution so they can continue to scale. If you are concerned that the only thing you can do as a CFP is become a client advisor, this is an episode for you!

Listen in as Heath discusses his transition into consulting, why it has been a fulfilling career move, and the broad skill set he developed working in RIA, bank, and insurance channels. He also covers the common challenges advisory firms face, the traits of successful financial planners, and insider advice for new planners feeling constrained by traditional client advisor roles.

You can find show notes and more information by clicking here: https://bit.ly/4amaIZj

214 episoder

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