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Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson

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Manage episode 409412191 series 2795396
内容由Caleb Brown提供。所有播客内容(包括剧集、图形和播客描述)均由 Caleb Brown 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Heath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help financial advisory firms with strategy and execution so they can continue to scale. If you are concerned that the only thing you can do as a CFP is become a client advisor, this is an episode for you!

Listen in as Heath discusses his transition into consulting, why it has been a fulfilling career move, and the broad skill set he developed working in RIA, bank, and insurance channels. He also covers the common challenges advisory firms face, the traits of successful financial planners, and insider advice for new planners feeling constrained by traditional client advisor roles.

You can find show notes and more information by clicking here: https://bit.ly/4amaIZj

  continue reading

212集单集

Artwork
icon分享
 
Manage episode 409412191 series 2795396
内容由Caleb Brown提供。所有播客内容(包括剧集、图形和播客描述)均由 Caleb Brown 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Heath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help financial advisory firms with strategy and execution so they can continue to scale. If you are concerned that the only thing you can do as a CFP is become a client advisor, this is an episode for you!

Listen in as Heath discusses his transition into consulting, why it has been a fulfilling career move, and the broad skill set he developed working in RIA, bank, and insurance channels. He also covers the common challenges advisory firms face, the traits of successful financial planners, and insider advice for new planners feeling constrained by traditional client advisor roles.

You can find show notes and more information by clicking here: https://bit.ly/4amaIZj

  continue reading

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