Ep #118: How to Succeed Your First 10 Years into the Profession with Tess Downing

Tess Downing is the Founder of Complete View Financial based out of San Antonio, TX. She joins the show today to talk about her journey in the financial planning industry, including what she would have done differently if she could do it all over again. If you want to know what it is like to work your way up in a firm over 10 years—and then leave to start your own firm—this episode is one you won’t want to miss!

Listen in as Tess shares how she got started, as well as how she secured her internship. You'll learn what it was like for her landing her first financial planning position, her biggest challenges when starting out, why she made the decision to leave her firm after 10 years and start her own, and how the XYPN network and community have helped her.

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