William Thompson is a Financial Planner at Valor Wealth Partners, and he joins the show today to discuss his career journey from loan officer to financial planner. If you are thinking of giving up because you are struggling to get an employer to say “yes” to you, this is an episode you won’t want to miss!

Listen in as William shares his journey from starting as a loan officer in a credit union to becoming a Client Services Associate for a wirehouse, as well as how he pursued the CFP but struggled to transition into an advisor role and faced rejection in interviews. We also discuss how he ultimately landed a job at his current firm through a successful interview process, what his career trajectory has looked like since starting there, and tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/3Jtaioa