I recently found myself talking to a gentleman who has been part of the great resignation that has taken place over the past few years. He had become disenchanted with the business rush and wanted to pursue other options such as becoming a planner.
I sent him a link to the New Planner podcast as he was discussing this exact situation. He seemed to have a good overall grasp of the business. Most advisors typically work in general retirement planning early in their careers. Career nuances such as tax planning, charitable giving strategies, and estate planning are usually honed after many years in the profession.
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