Mary Carlson is a speaker, author, professor, and blogger for Chief Financial Mom. Today Mary joins the show to share why she pursued a career in financial planning, as well as why she thinks it is the perfect career for working mothers. She also opens up about her education progression, explaining why she pursued a Ph.D. and how she fell in love with the financial counseling aspect of financial planning.
Listen in as she gives examples of how she had to hustle to get her start in politics before changing careers. You will learn what happened earlier in her career that caused her to feel like she was being held back, her strategies for always keeping the door open for new opportunities, and her thoughts on the future of the financial planning profession.
What You'll Learn In Today's Episode:
- Why Mary pursued this profession. (1:21)
- The key question to ask potential employers. (4:24)
- What an AFC is and why it’s beneficial. (10:22)
- Why it's important to keep strong relationships. (16:34)
- The difference between financial planning and financial counseling. (22:48)
- The relationship between money and emotion. (25:55)
- Where Mary sees the financial planning profession going. (29:55)
Ideas Worth Sharing:“Take advantage of those opportunities that your school offers.” - @ChiefFinanceMom Click To Tweet “This is what’s been key in my life, Caleb—it's connecting and networking and reaching out and keeping good relationships with people … don’t burn those bridges.”- @ChiefFinanceMom Click To Tweet “Find what you love and make that your niche.”- @ChiefFinanceMom Click To Tweet
Resources In Today's Episode:
- Mary Carlson: Blog | LinkedIn | Twitter | Instagram | Facebook
- Caleb Brown: LinkedIn | Twitter
- AFCPE Career Paths
- AFCPE Accredited Financial Counselor
- Chief Financial Mom Free Guide
- Coaching in The Field of Finance
- Dorothy Durband
- Bill Gustafson
- New Planner Recruiting, LLC on YouTube
In this roadmap, you'll be guided through the details of various stages of your financial planner career, including position descriptions, licensing, skill and experience level requirements, and compensation ranges.