January 09, 2019

Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusse …

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September 13, 2017

Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

  Melissa Ellis joins us this episode to share her story and some of the lessons she learned along the way to where she is now. Despite putting off her dream due to being told financial planning wasn’t appropriate for women and that the timing wasn’t right, she finally went for it and …

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September 14, 2016

Ep #65: Developing a Specialty Service Around College Planning

We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.

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