New Planner Podcast

Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips


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Becca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pursuit of the FPQP designation, you'll get to hear about her journey through networking, certifications, and more.

Listen in as Becca opens up about how she overcame feelings of inadequacy to secure a position at her current firm, her challenges during the transition, and the supportive team environment that has welcomed her. You'll discover how she got to where she is today and the key lessons she learned along the way.

You can find show notes and more information by clicking here: https://bit.ly/42lBA8S

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New Planner PodcastBy Caleb Brown

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