Ep #78: Entering Financial Planning via the Cold Calling Route with Jun Shim

New Planner Podcast

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2y ago 28:33

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Jun Shim is a financial planner with MyCFO4Life based out of Dallas, TX, and he joins the show today to share his journey into financial planning and why it is the right career fit for him. If you are stuck in a job outside of the industry and deeply desire to secure a true financial planning apprenticeship type role, this is an episode you won’t want to miss!

Listen in as Jun shares how he got started in the financial planning industry, what he learned about himself in the various roles he has had, and why he chose to pursue the CFP while also serving in the US Army Reserves. We also discuss how he narrowed the list of prospective firms he wanted to work for, what the most challenging and most rewarding parts of his job are, and what the industry can do to improve awareness and attract more planners from underrepresented communities.

You can find show notes and more information by clicking here: https://bit.ly/3r9oHgV

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