5 Sep 2025 12:50
296. Celine "Navigating a Career Change to Financial Planning"
In this week's new episode of Future Rich, host Barbara Ginty interviews the fantastic Celine! Celine is a returning guest, but this episode is different because she is going on a new and exciting journey of transitioning into the financial planning industry!
Barbara gives Celine some guidance and insights on her own journey to becoming a CFP, emphasizing the value of building relationships with clients and aligning personal values with professional goals.
They also touch on...
- The administrative aspects of the job
- The role of niche specialization
- The different ways you can structure your payments as a CFP
- The pros and cons of the industry
- The long-term career perspectives in financial advisory
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