Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips

02/16/24 • 25 min

Becca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pursuit of the FPQP designation, you'll get to hear about her journey through networking, certifications, and more.

Listen in as Becca opens up about how she overcame feelings of inadequacy to secure a position at her current firm, her challenges during the transition, and the supportive team environment that has welcomed her. You'll discover how she got to where she is today and the key lessons she learned along the way.

You can find show notes and more information by clicking here: https://bit.ly/42lBA8S

You can find show notes and more information by clicking here: https://bit.ly/42lBA8S

Previous Episode

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

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

Next Episode

Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel

Deven Patel is a Financial Advisor at Windsor Wealth Planners and Strategists based out of Gainesville, GA, and he joins the show today to share what he does each day as he splits his time between helping senior planners serve existing clients and building his own book of business. If you are seeking more of a hybrid role where you support an existing set of clients but also bring your own, this is an episode for you!

Listen in as Deven shares his journey toward securing a role with a unique structure, highlighting his methods for gaining entry into the field. We also discuss his strategies for client acquisition, his focus on a specific niche client, and how his prior work experiences—coupled with his achievements in passing the series 65 and CFP exams—have rapidly advanced his career, allowing him to take the lead in planning meetings in under two years.

You can find show notes and more information by clicking here: https://bit.ly/49A1Fn5