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

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Adam P. Scherer, MS, CFP®, EA.

 

Adam has worked in financial services and education for over 15 years. He holds a Master of Science degree in Personal Financial Planning, is a Certified Financial Planner™ professional, and is an Enrolled Agent (EA) admitted to practice before the IRS.

Currently, Adam serves as the Director of Curriculum of the Bryant University/Boston Institute of Finance (BIF) CFP® education program and BIF Review CFP® exam prep program. At Bryant/BIF, Adam teaches the Tax Planning & Estate Planning courses & teaches on the BIF Review exam prep panel. In the classroom, he maintains a student-centered approach that is both engaging and accessible. Adam strives to simplify the complex and guide students to a point of understanding by using personal anecdotes, odd acronyms, and bad dad jokes. His favorite CFP® exam prep acronym is Ukuleles In A Dive-bar Playing Iron Maiden (for the 7-Step Financial Planning Process)! Finally, he is an esteemed member of the BIF Crew and a regular contributor to the BIF Bites podcast.

 

Adam is the President and Lead Financial Planner at Greenbeat Financial, a fee-only, independent financial planning firm. Greenbeat Financial proudly serves new and growing families, individuals, and small businesses. Through his personal financial planning work, Adam aims to consistently provide honest, understandable financial solutions, thoughtfully tailored to his client’s situations. Adam is the self-appointed poet laureate (#finpoet) of Greenebeat Financial, as well, and he regularly writes financial-themed haikus and limericks. 

Helping others through the delivery of financial planning and financial education is a core value for Adam. He is currently serving as Treasurer on the Board of Directors of the Connecticut Chapter of PSI (Postpartum Support International), he is an active contributor to several initiatives at the Foundation for Financial Planning, and he regularly delivers seminars to local communities on important personal planning topics.

 

Adam lives in West Hartford, Connecticut with his wife, Annie, two daughters, Susanna & Eliza, two dogs Cypress & Juniper, and cat, Nacho. Prior to entering the financial planning industry, Adam was a musician (graduate of the Thornton School of Music at USC) and continues to enjoy making music & writing songs on his guitars. When he’s not planning, teaching, hanging with his family, or strumming a guitar, Adam coaches his daughter’s basketball and softball teams.

 

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

 

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