Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards

New Planner Podcast

Caleb Brown द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Caleb Brown या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

10M ago 28:54

MP3•एपिसोड होम

Scott Edwards, an Associate Financial Advisor at Rovin Capital in Lehi, UT, joins the show today to share the twists and turns that shaped his path to becoming a financial planner. In this episode, he opens up about the pivotal moment when a meeting with his parents' financial planner sparked his interest in the field. He also explains his current role's intricacies, offers tips for working with clients at a young age, and imparts words of wisdom for aspiring planners.

Listen in as Scott candidly talks about the challenges he faced, including multiple attempts to pass the Series 65, providing commentary on the lessons learned from each setback. You will hear about his decision to switch firms early in his career, his biggest challenges along the way, and the unexpected turns that led him to his current role.

You can find show notes and more information by clicking here: https://bit.ly/48uP8Rw

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