
Sign up to save your podcasts
Or
Scott Edwards, an Associate Financial Advisor at Rovin Capital in Lehi, UT, joins the show today to share the twists and turns that shaped his path to becoming a financial planner. In this episode, he opens up about the pivotal moment when a meeting with his parents' financial planner sparked his interest in the field. He also explains his current role's intricacies, offers tips for working with clients at a young age, and imparts words of wisdom for aspiring planners.
Listen in as Scott candidly talks about the challenges he faced, including multiple attempts to pass the Series 65, providing commentary on the lessons learned from each setback. You will hear about his decision to switch firms early in his career, his biggest challenges along the way, and the unexpected turns that led him to his current role.
You can find show notes and more information by clicking here: https://bit.ly/48uP8Rw
4.8
2424 ratings
Scott Edwards, an Associate Financial Advisor at Rovin Capital in Lehi, UT, joins the show today to share the twists and turns that shaped his path to becoming a financial planner. In this episode, he opens up about the pivotal moment when a meeting with his parents' financial planner sparked his interest in the field. He also explains his current role's intricacies, offers tips for working with clients at a young age, and imparts words of wisdom for aspiring planners.
Listen in as Scott candidly talks about the challenges he faced, including multiple attempts to pass the Series 65, providing commentary on the lessons learned from each setback. You will hear about his decision to switch firms early in his career, his biggest challenges along the way, and the unexpected turns that led him to his current role.
You can find show notes and more information by clicking here: https://bit.ly/48uP8Rw
3,182 Listeners
739 Listeners
5,115 Listeners
741 Listeners
666 Listeners
454 Listeners
431 Listeners
883 Listeners
239 Listeners
108 Listeners
38 Listeners
186 Listeners
123 Listeners
739 Listeners
988 Listeners