New Planner Podcast

Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson


Listen Later

Dr. Philip Gibson is a Finance Professor and Financial Advisor based out of Rock Hill, SC, and he joins the show today to share how he entered the financial planning profession. Recounting his journey from Jamaica to the U.S. for college, where a mentor's suggestion at Prairie View A&M put financial planning on his radar, Phillip shares his academic pursuits, leading to his current role at Winthrop University. If you love to teach, but also aspire to one day be a financial planner, this is an episode for you!

Listen in as Philip dives into the inception and evolution of his side practice in financial planning, emphasizing how it enhanced his teaching and the Winthrop CFP program. We also discuss the challenges of building a firm from the ground up, Philip's eventual merge with larger entities, and his advice for aspiring financial planners.

You can find show notes and more information by clicking here: https://bit.ly/3PH5uP6

...more
View all episodesView all episodes
Download on the App Store

New Planner PodcastBy Caleb Brown

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

28 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,217 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

667 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,014 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

578 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,114 Listeners

The Long View by Morningstar

The Long View

905 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

247 Listeners

BIF Bites by BIF Crew

BIF Bites

95 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

107 Listeners

Series 65 Exam Podcast by Franz Amussen

Series 65 Exam Podcast

21 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

855 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

131 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

145 Listeners