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Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips

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Manage episode 401304792 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.

Becca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pursuit of the FPQP designation, you'll get to hear about her journey through networking, certifications, and more.

Listen in as Becca opens up about how she overcame feelings of inadequacy to secure a position at her current firm, her challenges during the transition, and the supportive team environment that has welcomed her. You'll discover how she got to where she is today and the key lessons she learned along the way.

You can find show notes and more information by clicking here: https://bit.ly/42lBA8S

  continue reading

200 episodes

Artwork
iconShare
 
Manage episode 401304792 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.

Becca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pursuit of the FPQP designation, you'll get to hear about her journey through networking, certifications, and more.

Listen in as Becca opens up about how she overcame feelings of inadequacy to secure a position at her current firm, her challenges during the transition, and the supportive team environment that has welcomed her. You'll discover how she got to where she is today and the key lessons she learned along the way.

You can find show notes and more information by clicking here: https://bit.ly/42lBA8S

  continue reading

200 episodes

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