Jeneé Murphy is an Associate Financial Advisor with Root Financial Partners, and she stops by the show today to share her story of getting started in financial planning after working for a decade in various other career fields. If you are keen to hear about how hard work, persistence, and intensity can pay off, then this episode is for you!
Listen in as Jeneé shares how she hustled to secure her first several internships, as well as how those opportunities led to her getting her foot in the door. You'll hear how she leveraged those early positions to continue building her career and delivering outstanding results to her employers, how she built up a financial coaching business, and how she transitioned to her current role in a fee-only RIA. We also dive into some great tips for career-changers who are interested in financial planning.
What You'll Learn In Today's Episode:
- Jeneé’s background and career trajectory. (2:00)
- How she discovered financial coaching. (8:45)
- How she found out about the CFP. (15:00)
- What Jeneé likes most about her current role and company. (21:45)
- How the profession can attract more women and minorities. (23:45)
- Tips for career changers who want to enter the financial planning industry. (25:00)
Ideas Worth Sharing:
“This is what we’re doing, and we’re going for it.” - Jeneé Murphy Share on X “I give people unsolicited advice all the time—I didn’t know I could actually do this as a job.” - Jeneé Murphy Share on X “I enjoyed everything that I learned, and it created a real foundation for me to actually have some real experience versus just my volunteer experience.” - Jeneé Murphy Share on XResources In Today's Episode:
Download your free copy of the New Planner Career Roadmap!
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.
Enjoy the show? Use the Links Below to Subscribe:
Leave a Reply