Episodes
Friday Nov 04, 2022
CFFP #67 - Why Psychological Understanding is Important as a CFP
Friday Nov 04, 2022
Friday Nov 04, 2022
On this week's episode of Conversations for Financial Professionals, I chat with Dr. Dave Yeske, CFP® about how psychological understanding in the financial services field is just as important as the technical side.
In the full episode, you'll discover:
🎙️Dr. Yeske's story and origin in financial planning
🎙️Why financial planning is here to stay as a profession
🎙️The cost of the journey
🎙️What makes the journey worth the cost
🎙️3 things all career changers should keep in mind before making the switch
🎙️"Skinny" certificate programs vs. traditional programs
🎙️In your own words, what does the phrase "career changer dilemma" mean to you?
Resources:
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