Jan 24 2025 30 mins 2
Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills, this episode is for you!
Listen in as Justin shares how conversations with colleagues during his PhD program sparked his realization that many people needed help with personal finance. He recounts how he completed his CFP coursework while finishing his engineering degree, as well as how he found his first job opportunity and ultimately leveraged his study group to secure his ideal role. You'll hear valuable tips on improving your sales skills, key insights for new planners, and more.
You can find show notes and more information by clicking here: https://bit.ly/3PCgNZm
