CFFP #63 - Why Career Changers Are Choosing to Be CFPs featuring Adam P. Scherer, MS, CFP®, EA

On this week's episode of Conversations for Financial Professionals, I chat with Adam P. Scherer, MS, CFP®, EA.

If you're thinking about a career change, financial planning may be the right move for you. In this episode of Conversations for Financial Professionals, Adam P. Scherer, MS, CFP®, EA discusses what makes financial planning an attractive profession for career changers and shares some interesting trends in the industry. He also provides three things that career changers should understand about the profession before making a switch. Finally, Scherer discusses the skills that are most desirable to obtain as the industry evolves. Tune in now for all this and more!

In this episode, you'll discover:

🎙️Adams's story and origin in financial planning
🎙️What makes financial planning attractive for career changers
🎙️Interesting trends in the financial planning profession
🎙️3 things career changers should understand about the profession
🎙️What skills are most desirable to obtain as the industry evolves
🎙️In your own words, what does the phrase "career changer" mean to you?

⚡RESOURCES⚡
Check out the Early Bird deal to enroll in the BIF Review for CFP Exam Prep (March 2023 cycle). Enroll in the March 2023 BIF Review before 11/15 to receive $100 off: bostonifi.com/bif-review#pricing Use coupon code: JUMPSTART

⚡ VIDEO RECOMMENDATIONS⚡
If you like this video, then you'll love these top 4 suggestions:
• How To Become a Financial Advisor - ULTIMATE Career Path Guide (75K+ views) https://youtu.be/1f4MEt0NzoA
• Day in the Life of a Financial Advisor - A PEEK 👀 Behind the Scenes (65K+ views)- https://youtu.be/7Jc547Qf7-o
• Certified Financial Planner Career - What Does a CFP Do (32K+ views)- https://youtu.be/BxUzeEbByfo
• How To Start Your Own Investment Firm and Become an Independent Financial Advisor (32K+ views) - https://youtu.be/dE2OWKFSrIc

⚡ CHECK OUT THESE PLAYLISTS⚡
From Career Changer to CFP® | Discovery... Stage 1:
https://www.youtube.com/playlist?list=PLsmA3G2nZT9K0zGOGShREPVh7HUx0Axdu

From Career Changer to CFP® | Analysis... Stage 2:
https://www.youtube.com/playlist?list=PLsmA3G2nZT9JF0FRXnaRs4itlGouKTf6b

From Career Changer to CFP® | Decision... Stage 3:
https://www.youtube.com/playlist?list=PLsmA3G2nZT9Jy-BecG03kxsnHCZVXy3ZX

⚡ GET THE CHEATSHEET ⚡
If you're a career changer or aspiring financial professional, you can't afford to make these 5 mistakes when joining the profession.
https://www.jumpstartcoachinglab.com/cheatsheet

⚡ JOIN ME FOR AN UPCOMING CHALLENGE ⚡
Learn the 12 steps it will take you to become a CFP® professional: https://www.jumpstartcoachinglab.com/careerchanger-challenge

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All the best,
Dom
#JumptartYOUniversity