Podcast Episode 8: From Consumer to CFP
by Financial Design Studio, Inc. / January 9, 2023What does it take to go from from consumer to CFP… but what does it even mean to be a CFP? A lot more than you might think! Jake will share his story and how he switched to this path. From fake advisors to study plans and FDS, you’ll get an inside perspective about becoming a Financial Planner.
Ep 8 : From Consumer to CFP
Key Moments
1:20 Jake is studying to become a CFP! This is his story.
3:43 When did you begin to pay attention to your finances?
8:27 How did you begin working with an advisor?
12:38 How did you get into financial planning?
16:26 How did you get out of that bad financial situation?
19:27 Why don’t more people work with a CFP?
24:05 How do you know if you should work with an advisor?
29:30 What made you decide to switch careers?
32:51 What does it take to become a CFP?
37:00 Why is it important to work with a CFP?
Related Links
Behind the Designs Episode 6 : https://financialdesignstudio.com/the-structure-to-build-wealth-with/
What Should You Look for In Life Insurance : https://financialdesignstudio.com/what-to-look-for-in-existing-life-insurance-contracts/
Tools to find CFP Financial Advisors :
https://www.xyplanningnetwork.com/
Stay Connected!
If you want to hear even more topics like what it takes to go from from Consumer to CFP, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform!
Credits for Episode 8
Executive Producer : Anna Lewis
Host : Michelle Smalenberger, CFP
Guest : Jake Turner
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