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Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen
Manage episode 403995631 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.
Maria Sotomayor and Drew Friesen are the 2022 and 2023 recipients of the New Planner Recruiting Tuition Reimbursement scholarship, and they join the show today to discuss their respective journeys into the financial planning profession. If you are a new or soon-to-be college graduate, this is an episode you won’t want to miss!
Listen in as Maria and Drew discuss their entry into the field, including their educational paths and future aspirations to utilize their degrees to help others. They also share insights into their understanding of financial planning, their roles within it, their biggest fears about joining the profession, and what excites them the most.
You can find show notes and more information by clicking here: https://bit.ly/49shD2Q
200 episodes
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Manage episode 403995631 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.
Maria Sotomayor and Drew Friesen are the 2022 and 2023 recipients of the New Planner Recruiting Tuition Reimbursement scholarship, and they join the show today to discuss their respective journeys into the financial planning profession. If you are a new or soon-to-be college graduate, this is an episode you won’t want to miss!
Listen in as Maria and Drew discuss their entry into the field, including their educational paths and future aspirations to utilize their degrees to help others. They also share insights into their understanding of financial planning, their roles within it, their biggest fears about joining the profession, and what excites them the most.
You can find show notes and more information by clicking here: https://bit.ly/49shD2Q
200 episodes
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Similar to New Planner Podcast
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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…
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Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
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…
continue reading
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…
continue reading
Entrepreneurship and business techniques and tips you won't learn in business school.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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