Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines
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Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines
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What if the key to standing out in your career is starting before you feel ready? In this episode, Cassidy Vines, a financial planning student at Temple University and winner of the 2025 New Planner Recruiting Tuition Scholarship, shares how she took the initiative early to build real-world experience before graduating. You'll learn how she discovered financial planning, why she made the switch from marketing, and how she turned curiosity into a clear career path.
Listen in as Cassidy shares how she secured multiple internships (including through cold outreach), how hands-on experience accelerated her learning, and what she's looking for in a future employer. From leveraging part-time jobs into transferable skills to building confidence in interviews, this conversation is packed with practical insights for anyone looking to break into financial planning and stand out while doing it.
You can find show notes and more information by clicking here: https://tinyurl.com/2s43d7np