You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Changing Careers and Finding Financial Planning Success

June 04, 2019

Valerie Adelman is a career changer at heart. In this episode, she guides fellow career changers through how to navigate the switch to financial planning. She walks us through her experience with prospecting, networking, growing two different financial service businesses, and how to leverage your past experiences to succeed in the financial planning profession.