• Ep #141: Overcoming Your Fears Working with Clients as a New Planner with Taylor Love

  • Jul 14 2023
  • Duración: 24 m
  • Podcast

Ep #141: Overcoming Your Fears Working with Clients as a New Planner with Taylor Love

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  • Resumen

  • Taylor Love is a Financial Advisor at Elevant Wealth based out of Twin Falls, ID. He joins the show today to discuss his entrance into the financial planning profession, which, interestingly enough, was not his initial career choice. If you are nervous about taking on client relationships by yourself, this is an episode for you!

    Listen in as Taylor unfolds his intriguing journey into the financial planning profession, from it not being his initial career choice to securing internships and learning from school alumni. He also reveals his struggle to pass the series 65 exam, his decision to join the firm where he interned, and how he is gearing up to manage some of the less complex clients—all while sharing nuggets of motivation. You'll also hear the toughest challenges faced by new planners and valuable tips for those just starting out.

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

    See omnystudio.com/listener for privacy information.
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