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Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence

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Manage episode 378302792 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Victoria Lawrence is an Associate Financial Planner with Morris Financial Concepts in Charleston, SC. She joins the show today to share her unique journey from aspiring investment banker to financial planner, including how she entered the financial planning profession. If you are seeking to get hired into a financial planning firm without a financial planning degree, this is an episode for you!

Drawing from her rich experiences growing up in Hong Kong, Victoria opens up about the process of finding her ideal firm, how her role has matured over time, and a pivotal chat with her parents' financial planner that got her started on her path. Listen in to gain insights into the challenges and rewards of the profession and valuable advice for newcomers to the field.

You can find show notes and more information by clicking here: bit.ly/3rj74hV

  continue reading

200 episodes

Artwork
iconShare
 
Manage episode 378302792 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Victoria Lawrence is an Associate Financial Planner with Morris Financial Concepts in Charleston, SC. She joins the show today to share her unique journey from aspiring investment banker to financial planner, including how she entered the financial planning profession. If you are seeking to get hired into a financial planning firm without a financial planning degree, this is an episode for you!

Drawing from her rich experiences growing up in Hong Kong, Victoria opens up about the process of finding her ideal firm, how her role has matured over time, and a pivotal chat with her parents' financial planner that got her started on her path. Listen in to gain insights into the challenges and rewards of the profession and valuable advice for newcomers to the field.

You can find show notes and more information by clicking here: bit.ly/3rj74hV

  continue reading

200 episodes

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