Ep #142: Nanny to CFP in 3 years with Taylor Cole

Taylor Cole is a Client Analyst at LFM Wealth Management based out of Chapel Hill, NC. She joins the show today to discuss how she transitioned into financial planning from a career as a nanny. If you are a career changer considering a career in financial planning, this is an episode for you!

Listen in as Taylor divulges how her journey was sparked by a random career guidebook encounter, which led her to seek knowledge from financial radio shows and local planners. She also shares the insights she gained as she details her transition into the field, choosing her CFP program, enduring the initial "firehose" phase, and mastering the art of client meetings. You'll learn strategies for confidence-building, ideas to attract more women into financial planning, and the unique advantage career changers can leverage to thrive in the field.

You can find show notes and more information by clicking here: bit.ly/46Vbbkr