
Sign up to save your podcasts
Or
Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for you!
Listen in as Allison shares how one financial planning class transitioned her from her marketing major and her process of finding the right fit after college. You will hear about her career path thus far, from what she has been doing in her current role to how she plans to obtain the CFP and become a lead advisor in the future.
You can find show notes and more information by clicking here: https://bit.ly/3KRGO4i
4.8
2424 ratings
Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for you!
Listen in as Allison shares how one financial planning class transitioned her from her marketing major and her process of finding the right fit after college. You will hear about her career path thus far, from what she has been doing in her current role to how she plans to obtain the CFP and become a lead advisor in the future.
You can find show notes and more information by clicking here: https://bit.ly/3KRGO4i
3,178 Listeners
736 Listeners
5,114 Listeners
742 Listeners
666 Listeners
454 Listeners
431 Listeners
882 Listeners
238 Listeners
109 Listeners
38 Listeners
186 Listeners
123 Listeners
741 Listeners
988 Listeners