Scott and James discuss the best way to enter the financial planning industry as a career changer.

Wilson Liu Financial Resources

We're on YouTube here!

Listener Question:

I really enjoy your podcast. I've had a 10-year career in nonprofit development, but I've had a passion for investing and personal finance since I was a little kid. I'm trying to pivot into wealth management. I know in a recent episode you addressed the path into the industry for someone coming out of college. I'd love to hear if you have any insight for someone making a pivot mid-career. Maybe the pathway is the same, but it would be great to hear what you think.

Planning Points Discussed

• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:30 - We're on YouTube HERE!

6:17 - Financial Resources

10:15 - Understanding Your Options

12:46 - Career Change Sample

15:55 - Characteristics Scott/James Look For

23:00 - Aligning Your Financial Goals

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James

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Scott

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