New Planner Podcast

Ep #76: Having Success as a Financial Planner as an Introvert with Emily Haberkern


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Do you think introversion may keep you from a successful financial planning career? Turns out that isn't the case! Joining me on the podcast today is Emily Haberkern, a financial advisor with Evangelista & Associates in Ann Arbor, MI who has proven that being an introvert doesn't mean you can't have a successful planning career. In this episode, she talks about getting started in financial planning, how she worked her way up through the ranks over the last 14 years, and how her career exploded after she ultimately embraced her own introversion.

Listen in as Emily opens up about her early realization that she wanted to be a financial planner and how she racked up almost four years of planning experience while attending college at the same time. She also discusses how she found the right position and firm where she could use her strengths and skills, how she got 35 referrals from her clients last year, and other ways she has found to grow and contribute to the success of her firm.

You can find show notes and more information by clicking here: https://bit.ly/3utEBn4

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New Planner PodcastBy Caleb Brown

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