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How Life Experiences Shape Your Career
Manage episode 278447124 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association 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.
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289 episodes
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Manage episode 278447124 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association 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.
Diana Yanez is a CFP® and Associate Financial Planner at RTD Financial. Her career path to RTD Financial has been long and diverse: running the numbers at a nonprofit, volunteering in Costa Rica, and studying for the CFP exam.
On our new episode of YAFPNW, Hannah and Diana discuss how Diana got into the profession, how culture and upbringing affect money decisions, and what advice she’d give to other new professionals in the same situation.
289 episodes
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Similar to You're a Financial Planner, Now What?
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
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