Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard

New Planner Podcast

Контент предоставлен Caleb Brown. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Caleb Brown или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

7M ago 23:12

MP3•Главная эпизода

Jen Pritchard is a Lead Financial Advisor with Bannerman Wealth Management Group. She joins the show today to share her progression through the financial planning industry, detailing her experiences with multiple internships, her first job, and the challenges she faced in finding the right fit. If you are struggling to find that sometimes elusive right-fit firm, then this is an episode for you.

Listen in as Jen talks about her transition from working in a back office planner role to becoming a lead advisor, highlighting the importance of communication and finding a role that matches one's career aspirations. She also offers insights on the importance of networking, being proactive in career development, and finding a firm that aligns with both your personal values and professional goals.

You can find show notes and more information by clicking here: http://bit.ly/47Q8xLO

209 эпизодов

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner