Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen
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Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen
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概要
Andrew Sivertsen is a shareholder and Senior Financial Planner at The Planning Center, Inc., and he joins the show today to share how he found financial planning through one of his siblings and has never looked back. If you're interested in discovering financial planning through a non-traditional path, balancing work and CFP coursework, or growing into ownership and leadership within a firm, this episode is for you!
Listen in as Andrew shares how he began his career studying biology before finding his way into financial planning by following in his brother's footsteps. You'll hear how he started in a part-time role, transitioned to full-time work, and balanced going back to school while earning his CFP designation. Andrew also reflects on developing both technical and client-facing skills, becoming a shareholder, and how he now gives back by mentoring newer planners at his firm.
You can find show notes and more information by clicking here: https://bit.ly/4q5Hnu2