Kim Basenback is the Director of Financial Planning at Financial Services Advisory in Rockville, MD. She joins the show today to share how she became interested in financial planning, how she found the financial planning major at Virginia Tech, and how she secured her first position during a global financial crisis. Kim also talks about her career path and how she gained confidence with clients.

Listen in as we discuss how she has worked her way up from Associate Planner to Director of Financial Planning, as well as her primary responsibilities in her current role. You'll learn how she had to shift her management style during COVID, how a job in high school prepared her for taking on significant responsibilities within her firm at a very young age, and her tips for new planners just starting out.

What You'll Learn In Today's Episode:

• What Kim’s day-to-day looks like. (2:07)
• What she learned during her time hiring throughout the pandemic. (5:18)
• Why she decided to pursue financial planning. (7:38)
• How her high school job prepared her for her future career. (10:28)
• How Kim gained confidence with clients. (15:50)
• The importance of being honest about where you want to grow in a company. (20:45)
• Why Kim decided not to start her own firm. (24:20)

Ideas Worth Sharing:

”{Financial planning} was everything I would want in a career.” - Kim Basenback Share on X ”Be intentional with {client relationships}.” - Kim Basenback Share on X ”Be really open and honest but respectful about where you want to be.” - Kim Basenback Share on X

Resources In Today's Episode:

• Kim Basenback: Website | LinkedIn
• Virginia Tech

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