How can you kickstart your financial planning career and make an impact early on? In this episode, Associate Financial Advisor Connor Barbella-Roesler shares his journey from discovering his passion for financial planning in college to securing a role at a firm that matched his values. Connor opens up about preparing for and passing the CFP exam on his first attempt, adding value to his firm as a new hire, and navigating the challenges of working in operations. Listen in to Connor’s advice ...
Dec20
