William Thompson is a Financial Planner at Valor Wealth Partners, and he joins the show today to discuss his career journey from loan officer to financial planner. If you are thinking of giving up because you are struggling to get an employer to say “yes” to you, this is an episode you won’t want to miss!
Listen in as William shares his journey from starting as a loan officer in a credit union to becoming a Client Services Associate for a wirehouse, as well as how he pursued the CFP but struggled to transition into an advisor role and faced rejection in interviews. We also discuss how he ultimately landed a job at his current firm through a successful interview process, what his career trajectory has looked like since starting there, and tips for new planners.
What You'll Learn In Today's Episode:
- How William first became aware of financial planning and what made him want to pursue it as a career. (1:45)
- How he found opportunity. (6:00)
- How to overcome imposter syndrome. (11:30)
- How he was matched with his current firm. (14:00)
- What’s next for William. (21:30)
- Tips for new planners. (22:55)
Ideas Worth Sharing:“I always knew that I wanted to go directly into financial planning.’” - William Thompson Click To Tweet “I kept my eyes locked into the endgame.” - William Thompson Click To Tweet “I knew I wanted to be in a fee-only financial space.” - William Thompson Click To Tweet
Resources In Today's Episode:
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.
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