Ep #149: Financial Literacy to Financial Planning with Dana Carney

New Planner Podcast

محتوای ارائه شده توسط Caleb Brown. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Caleb Brown یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

1y ago 25:46

MP3•خانه قسمت

Dana Carney is an Associate Wealth Manager at River Capital Advisors in Jacksonville, FL. She joins the show today to share her unconventional journey into the world of financial planning, starting with her initial aspirations to become a dietician and the transformative volunteer experiences that honed her skills. If you are passionate about financial literacy, but also want to work with high-net-worth clients, this is an episode for you!

Listen in as Dana opens up about her choice to work in financial literacy for low-income families post-graduation, as well as how she eventually pivoted to the high-net-worth RIA space. You'll hear how she overcame the setback of failing the CFP exam—and then waited five years to retake it successfully—and invaluable tips for those preparing for the test.

You can find show notes and more information by clicking here: bit.ly/3RksVQT

208 قسمت

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