If you’re mid-career and you’re thinking about becoming a financial advisor, this playlist is for you.

These posts include advice for making the leap into financial services.

How to Become a Financial Planner: Questions You Might Ask

Executive Summary You might have found yourself at a crossroads of either continuing with the career you’ve been in for years or shifting gears and moving into a completely different profession altogether. Financial planning is a great option for those who are looking for a fulfilling career that will provide stability and security. When you...

How You Can Learn to Be a Financial Professional

Why I Started an Entire Community to Mentor and Coach Aspiring Financial Professionals I often get asked about the “why” behind Jumpstart.  If you’re reading this and interested in a career as a financial professional , then you’re about to get the FULL story on why I do what I do and how I built...

A Better Way to Stay Productive

Breaking Down Why the 12 Week Year Works for Aspiring Financial Professionals Executive SummaryHave you ever wondered why it is hard to keep up with your goals?Let me be more specific…achieving our goals. If you’re like me, you dream big, make plans, and then execution inevitably becomes a problem. Why can’t we be more productive?“The...

My New Stories

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