New Planner Podcast

Ep #259: Finding Your Right Career Fit with Lillian Turner


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Lillian Turner is the Founder of Daring Greatly Wealth, and she joins the show today to share how her interest in financial planning in high school turned into owning her own firm. If you're interested in the realities of career pivots, early leadership roles, and building a firm from scratch, this episode will be especially valuable.

Listen in as Lillian opens up about how growing up watching her parents struggle with money disagreements shaped her desire to help others, leading her from an accounting major to finance and into her first financial planning internship through a career fair. You'll hear how she was unexpectedly pushed into a lead advisor role at a large RIA when her boss left—which ultimately showed her it wasn't the long-term fit she wanted—as well as what led her to start her own firm and how she's navigated both the flexibility and challenges of entrepreneurship.

You can find show notes and more information by clicking here: https://bit.ly/3Kl736Q

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New Planner PodcastBy Caleb Brown

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