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24. How Did We Get From Manufacturing to Financial Planning? with Cris Wallace
Cris Wallace shares his remarkable journey from being a plant manager to becoming a dedicated financial planner. We discuss his motivations, the challenges he faced, and how relationships and understanding emotions around money can lead to success in financial advising.
Key Takeaways:
• Cris’s shift from plant management to financial planning
• The inspiration behind helping others financially
• Challenges and fulfillment in making career transitions
• Importance of relationships and trust in financial advising
• Addressing retirement fears and spending strategies
Connect with us!
Cris Wallace on LinkedIn
WG Financial Group
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth
View all episodes
By Jess Bost and Mark NewfieldCris Wallace shares his remarkable journey from being a plant manager to becoming a dedicated financial planner. We discuss his motivations, the challenges he faced, and how relationships and understanding emotions around money can lead to success in financial advising.
Key Takeaways:
• Cris’s shift from plant management to financial planning
• The inspiration behind helping others financially
• Challenges and fulfillment in making career transitions
• Importance of relationships and trust in financial advising
• Addressing retirement fears and spending strategies
Connect with us!
Cris Wallace on LinkedIn
WG Financial Group
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth