You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Determine Your Own Career Path

January 28, 2020

Emily Purdon, CFP®, EA. is a Financial Planning and Process Coach at XY Planning Network. In this episode, Emily discussed the importance of advocating for yourself in your career, the many paths of financial planning, and how to elevate a firm through onboarding. She also shares insights on trends in the profession and their impacts.