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Ep #186: Carving Out a Niche Working with Clients with College Bound Kids - The Career of Alyssa Lum

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Content provided by XYPN Radio and XY Planning Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio and XY Planning Network 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.

Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey going from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusses the ups and downs of the experience and lets us in on what she learned throughout the process.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/186

  continue reading

385 episodes

Artwork
iconShare
 
Manage episode 224746642 series 92200
Content provided by XYPN Radio and XY Planning Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio and XY Planning Network 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.

Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey going from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusses the ups and downs of the experience and lets us in on what she learned throughout the process.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/186

  continue reading

385 episodes

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