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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Entering the Profession with Confidence
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Manage episode 271213554 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.
This week we go with Hannah Moore to Texas A&M University. Hannah had the opportunity to speak with financial planning students at Texas A&M about financial planning, her career journey, and how new planners can engage with financial planning clients. Hannah explores fears often faced by new planners, how to own your value and she even shares part of an interview she did with a client! “It’s not about how complicated it is, it’s about how easy you can make it…They [clients] trust the fact that you know what you’re doing.” What You’ll Learn in this Episode: * How to overcome your fears as a new planner. * How to manage uncertainty in your career. * How to engage with clients as a new planner. * How listening can change your approach to planning altogether. A Concise History of Financial Planning Texas A&M Financial Planning Program FPA Activate Facebook Group Guiding Wealth Management CFP Board
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289 episodes
MP3•Episode home
Manage episode 271213554 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.
This week we go with Hannah Moore to Texas A&M University. Hannah had the opportunity to speak with financial planning students at Texas A&M about financial planning, her career journey, and how new planners can engage with financial planning clients. Hannah explores fears often faced by new planners, how to own your value and she even shares part of an interview she did with a client! “It’s not about how complicated it is, it’s about how easy you can make it…They [clients] trust the fact that you know what you’re doing.” What You’ll Learn in this Episode: * How to overcome your fears as a new planner. * How to manage uncertainty in your career. * How to engage with clients as a new planner. * How listening can change your approach to planning altogether. A Concise History of Financial Planning Texas A&M Financial Planning Program FPA Activate Facebook Group Guiding Wealth Management CFP Board
…
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289 episodes
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