You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


How to Thrive in a Mid-Career Transition

October 12, 2021

Danika Waddell, CFP®, RLP®, CSLP®, is a career-changer who went from accounting to founding her own firm. She sat down with Hannah Moore, CFP®, to talk about how you can start the journey, what steps you must not skip, and what it means to thrive after the transition.