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

  • Jun 7 2024
  • Length: 25 mins
  • Podcast

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

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

Listen for free

View show details

  • Summary

  • 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
    Show more Show less
activate_primeday_promo_in_buybox_DT
Management Economics
Show more Show less

What listeners say about Ep #183: From CSA to Firm Owner with Lauren Williams

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available