New Planner Podcast

Ep #99: Finding The Right Path via Persistence and Intensity with Jeneé Murphy


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Jeneé Murphy is an Associate Financial Advisor with Root Financial Partners, and she stops by the show today to share her story of getting started in financial planning after working for a decade in various other career fields. If you are keen to hear about how hard work, persistence, and intensity can pay off, then this episode is for you!

Listen in as Jeneé shares how she hustled to secure her first several internships, as well as how those opportunities led to her getting her foot in the door. You'll hear how she leveraged those early positions to continue building her career and delivering outstanding results to her employers, how she built up a financial coaching business, and how she transitioned to her current role in a fee-only RIA. We also dive into some great tips for career-changers who are interested in financial planning.

You can find show notes and more information by clicking here: https://bit.ly/3TSEXj4

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New Planner PodcastBy Caleb Brown

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