You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Women in the Conversation

April 06, 2021

Stephanie McCullough is the founder and CEO of Sofia Financial and co-host of the Take Back Retirement Podcast. She talked with Matt Fizell, CFP®, about building confidence in your work when you’re not a traditional advisor, what the financial planning conversation is lacking for women, and how to find and connect to the parts of the industry that excite you.