Career changers have unique challenges when making the switch to financial planning, but when you know where to look the challenges can be overcome. Now more than ever, career changers have access to a wealth of resources that can help them make the switch and succeed in this field. In this episode, Amanda Raymond and I discuss some of the unique challenges career changers face and how best to deal with them. We also explore how The American College is supporting aspiring financial professionals and what interesting trends are taking place in the financial planning profession. So if you're thinking about making a career change and want to know what it takes to be successful as a financial planner, don't miss this episode!

The career of a financial planner is always in demand and can be very rewarding. However, there are many things you need to know before making the switch. In this episode, Stephen Schiestel, CFA and I discuss the evolution of the financial planning profession and what it will take for tomorrow's financial professional to be successful. So if you want to know what tools the financial professional of the future will need to possess, understand how to best develop those tools during their career, and know how to avoid the traps and mistakes that keep people from being successful so you can position themselves for success in financial planning, tune in now!

As a financial planner, it's important to nurture the next generation of professionals. In this episode of "Conversations for Financial Professionals," Dr. Barry Mulholland discusses what it takes to be a successful financial planner and how best to connect with others in the industry. He provides practical advice for those aspiring to enter the field, as well as tips for those who are making the transition from non-traditional student to financial planner. If you're looking to become a successful financial planner, then you don't want to miss this episode. Dr. Mulholland shares what makes an effective financial planner and offers advice on how to position yourself for the best opportunity in this growing industry.

If you're considering a career change to become a financial planner, then you'll want to listen to this episode of Conversations for Financial Professionals. Michael G. Thomas, Ph.D., AFC® and I discuss insights for career changers that want to make the switch to this rewarding profession. You'll learn what skills you can leverage from your current career to make the transition smoother, and why career changers make great candidates for the planning profession. We also talk about the mental barriers new entrants face and how to use EQ over IQ when it comes to success in this field. So if you're interested in learning more about the financial planning profession, be sure to check out this episode!

Making the decision to become a Certified Financial Planner is not one to be taken lightly. It requires a lot of hard work, dedication, and perseverance. But for those who are willing to put in the time and effort, the rewards can be great. In this episode, Dr. Dave Yeske shares why becoming a CFP could be worth it for career changers and why he believes financial planning is here to stay as a profession. He also discusses the cost of the journey and what makes it worth the investment. Finally, he provides three pieces of advice for career changers considering making the switch to financial planning. So if you're thinking about making the jump to CFP, be sure to listen to this episode for inspiration and insight from one of the industry's leading experts.

In this episode of Conversations for Financial Professionals, Martin Seay, Ph.D., CFP® discusses why financial planning is much more personal than finance. We talk about the value of aspiring financial planners understanding their clients' money stories, and how that is crucial in facilitating a client reaching their goals. Additionally, he shares his thoughts on the future of financial planning and what aspiring professionals need to do to be successful in the field. If you're looking to make a career change and become a financial planner, you'll need to develop a range of skills. In this episode, we discuss what those skills are and how you can go about acquiring them.

If you're a career changer, you have an opportunity to shape the future of the financial planning profession. In this episode, Hannah Moore, CFP® and I discuss the practical steps that aspiring financial professionals can take to enter the profession. If you want to know how to prepare for the journey, observe the best practices on how to successfully navigate their path, and implement tools to improve their chances of being hired by financial planning firms so you can how to become a nex-gen financial planner, tune in now!

In this episode, Kate Healy discusses the preparations that the CFP Board is making to equip the next generation of financial planners. Kate has a history as a trailblazer in this industry as a hero of diversity, equity and inclusion programs. Kate recently teamed up with the CFP Board as the Managing Director of the Center for Financial Planning, and she shares some of the “inside” scoop of what it will take for career changers and the next generation of professionals to help shape the future of this profession. Tune in for more!

In this episode of Conversations for Financial Professionals, we are joined by Adam Scherer who has worked in financial services and education for over 15 years. He holds a Master of Science degree in Personal Financial Planning, is a Certified Financial Planner™ professional, and is an Enrolled Agent (EA) admitted to practice before the IRS. He is also an esteemed member of the BIF Crew and a regular contributor to the BIF Bites podcast.