Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard

New Planner Podcast

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7M ago 23:12

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Jen Pritchard is a Lead Financial Advisor with Bannerman Wealth Management Group. She joins the show today to share her progression through the financial planning industry, detailing her experiences with multiple internships, her first job, and the challenges she faced in finding the right fit. If you are struggling to find that sometimes elusive right-fit firm, then this is an episode for you.

Listen in as Jen talks about her transition from working in a back office planner role to becoming a lead advisor, highlighting the importance of communication and finding a role that matches one's career aspirations. She also offers insights on the importance of networking, being proactive in career development, and finding a firm that aligns with both your personal values and professional goals.

You can find show notes and more information by clicking here: http://bit.ly/47Q8xLO

208 episode

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