Ep #179: Transitioning From Youth Minister To Financial Planner With Joshua Wardle New Planner podcast

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Konten disediakan oleh Caleb Brown. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Caleb Brown atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle

6M ago 25:40

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Konten disediakan oleh Caleb Brown. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Caleb Brown atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you!

Listen in as Joshua opens up about the founding of his financial coaching business and his subsequent pursuit of full-time opportunities. You'll learn about his interview experience with a large broker-dealer, his initial rejection, and his persistent efforts to enter the profession. He also discusses finding his current firm, the development of his role, and his success in earning trust and establishing a satellite branch.

You can find show notes and more information by clicking here: https://bit.ly/3wfxYcY

… continue reading

214 episode

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner

Artwork

Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle

New Planner Podcast

published 6M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Caleb Brown. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Caleb Brown atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you!

Listen in as Joshua opens up about the founding of his financial coaching business and his subsequent pursuit of full-time opportunities. You'll learn about his interview experience with a large broker-dealer, his initial rejection, and his persistent efforts to enter the profession. He also discusses finding his current firm, the development of his role, and his success in earning trust and establishing a satellite branch.

You can find show notes and more information by clicking here: https://bit.ly/3wfxYcY

… continue reading

214 episode

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner

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