• Ep #183: From CSA to Firm Owner with Lauren Williams

  • Jun 7 2024
  • Duración: 25 m
  • Podcast

Ep #183: From CSA to Firm Owner with Lauren Williams Por arte de portada

Ep #183: From CSA to Firm Owner with Lauren Williams

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  • Resumen

  • Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeking to start your own firm, this is an episode for you!

    Listen in as Lauren opens up about obtaining various licenses, pursuing a finance degree, taking time off for her daughter, and eventually earning a master's in financial planning and the CFP designation. She also talks about her decision to start her own firm, reveals what it was like leaving a high-paying job for the unknown, and offers tips for newer planners.

    You can find show notes and more information by clicking here: https://bit.ly/4bwHY0M
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