@Michael KnirnschildMichael, your resume will serve you well. While all of us realize that there's much more to personal financial planning than number crunching, that number crunching experience gives great comfort to many consumers. Consider promoting your familiarity with finance on a big scale. If you've had experience with some corporate employee benefits (equity compensation, employee benefits, comprehensive compensation analysis, etc.), show that as part of your skill set.
In general, telling people you know about what you're doing and how you're going to structure your services is a good way to put the word out. You don't need to (and shouldn't) ask the people you talk to about your services, but get their input on what you're planning to do. Some of them will want to become clients. Go out and meet tax pros, estate attorneys, and other folks you can refer clients to. Ask their specialties and what kind of clients they like to work with, telling them you'll need to refer to trusted professionals. Then take two minutes to tell them what you do.
Darrick gave good advice. Network. The clients aren't hiding in the closet. Also get a good website with SEO that highlights your skills and who you want to work with.
------------------------------
Linda Leitz
President/Owner
Peace of Mind Financial Planning, Inc.
Colorado Springs CO
(719)836-8181 (110)
------------------------------
Original Message:
Sent: 11-30-2022 13:04
From: Michael Knirnschild
Subject: November Ask the Expert event: How to Navigate the Financial Planning Industry as a Career Changer
@Linda Leitz, @Darrick McGill As an older career changer from corporate finance to personal financial services what is a good strategy to find a firm that is willing to work with someone who has passed the CFP® Exam but has no relevant experience in personal financial planning. Thanks
------------------------------
Michael Knirnschild
Manager Financial Systems
Cleveland-Cliffs, Inc.
Brunswick OH
(216)650-2981
Original Message:
Sent: 11-30-2022 12:58
From: Rebekah Horsting
Subject: November Ask the Expert event: How to Navigate the Financial Planning Industry as a Career Changer
Our event is now LIVE! Please post any questions you have on this thread and an expert will respond to it directly on this thread. Our experts will be using @mentions in the discussion, so when you ask a question, you will receive a notice from the @mention when you get a response.
Here are some ways to involve yourself in today's session:
- Stay on this thread and refresh your screen to watch live what's being posted and post your own discussion post to get an answer.
- Click the Follow star at the top of this thread and you will get real time emails from this thread so you can stay live without having to be on the page the whole time.
- Post your question on this thread and check back later for an answer and read through the rest of the discussion.
We look forward to answering your questions!
#asktheexpert
------------------------------
Rebekah Horsting
Community Manager
CFP Board
candidateforum@cfpboard.org
Original Message:
Sent: 11-03-2022 13:38
From: Rebekah Horsting
Subject: November Ask the Expert event: How to Navigate the Financial Planning Industry as a Career Changer
Hello everyone,
Mark your calendars for our November Ask the Expert event, How to Navigate the Financial Planning Industry as a Career Changer, on November 30 from 1-2:00pm ET. Our experts will be available to answer your questions and provide useful tips and advice geared towards those thinking of changing their careers to financial planning or already on their way!
Experts:
@Darrick McGill
@Linda Leitz
We welcome you to ask questions, follow the discussion, and/or provide your own input on this topic! Our experts will be using @mentions in the discussion, so when you ask a question, you will receive a notice from the @mention when you get a response.
Be sure to click the "Follow" star at the top of this post to receive real-time emails during the event and receive the experts' advice straight to your inbox.
Download the event to your calendar here:
Can't make it during that time? Send me your questions and I will post them on your behalf during the event. All questions and responses will be available in the Candidate Forum after the event. Get your questions ready, we are looking forward to answering them!
#asktheexpert
------------------------------
Rebekah Horsting
Community Manager
CFP Board
candidateforum@cfpboard.org
------------------------------