Most people enter financial services and begin selling financial products. Many remain there through their career, or get disillusioned and leave the industry. In this episode, Amyr Rocha-Lima shares his career journey and when the penny dropped for him, realizing that the value he brings can only be provided through client-centric financial planning, not product sales.

Amyr has invested heavily in his education and continued learning to become a true financial planning professional. He shares advice for financial planners and advisors at all stages of their career and for those at both ends of beginning a firm's succession plan.

Links and show notes at https://innovatingadvice.com/post/episode28.

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