You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Finding Your Identity, Purpose, and Impact

June 25, 2019

In this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen planner, and the best ways to communicate your identity in this profession. Ready to dive in? Tune in now!