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Ep #142: Nanny to CFP in 3 years with Taylor Cole

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Manage episode 371841461 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.

Taylor Cole is a Client Analyst at LFM Wealth Management based out of Chapel Hill, NC. She joins the show today to discuss how she transitioned into financial planning from a career as a nanny. If you are a career changer considering a career in financial planning, this is an episode for you!

Listen in as Taylor divulges how her journey was sparked by a random career guidebook encounter, which led her to seek knowledge from financial radio shows and local planners. She also shares the insights she gained as she details her transition into the field, choosing her CFP program, enduring the initial "firehose" phase, and mastering the art of client meetings. You'll learn strategies for confidence-building, ideas to attract more women into financial planning, and the unique advantage career changers can leverage to thrive in the field.

You can find show notes and more information by clicking here: bit.ly/46Vbbkr

  continue reading

200 episodes

Artwork
iconShare
 
Manage episode 371841461 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.

Taylor Cole is a Client Analyst at LFM Wealth Management based out of Chapel Hill, NC. She joins the show today to discuss how she transitioned into financial planning from a career as a nanny. If you are a career changer considering a career in financial planning, this is an episode for you!

Listen in as Taylor divulges how her journey was sparked by a random career guidebook encounter, which led her to seek knowledge from financial radio shows and local planners. She also shares the insights she gained as she details her transition into the field, choosing her CFP program, enduring the initial "firehose" phase, and mastering the art of client meetings. You'll learn strategies for confidence-building, ideas to attract more women into financial planning, and the unique advantage career changers can leverage to thrive in the field.

You can find show notes and more information by clicking here: bit.ly/46Vbbkr

  continue reading

200 episodes

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