Hi
@Jennifer NeeleyAs a fee-only planner, I found NAPFA to be a great fit for me. There is a local/regional NAPFA group that has events and a study group, as well as networking.
Also, I joined my Chamber of Commerce and I've had great success with building a network. I try to stay active with the chamber, and when I was starting out I joined a referral exchange group. It was helpful at the time. Now I continue to be involved to be part of my community and to keep my resources active.
What makes my business different from others - I am the only hourly planner in my area. I provide financial advice and planning, and I don't manage assets. So it is a pretty unique business model!
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Carrie Houchins-Witt
CFP, EA
Carrie Houchins-Witt Tax & Financial Services LLC
Coralville IA
(319)358-2854
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Original Message:
Sent: 06-22-2022 13:07
From: Jennifer Neeley
Subject: Ask the Expert: Navigating a Financial Planning Career as a Woman
What organizations/groups do you recommend we join?
What is the best source of networking and building your network?
If someone asked you, what makes you different from others, what would you say?
How do you "win" business?
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Jennifer Neeley
Practice Manager
Lincoln Financial Advisors
San Diego CA
(619)889-2168
Original Message:
Sent: 06-22-2022 13:01
From: Rebekah Horsting
Subject: Ask the Expert: Navigating a Financial Planning Career as a Woman
@Erin Voisin, CFP®, @Brenna McLoughlin, CFP®, @Carrie Houchins-Witt, CFP®
Where did you find support when you were starting in the industry?
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Rebekah Horsting
Community Manager
CFP Board
candidateforum@cfpboard.org
Original Message:
Sent: 06-03-2022 16:26
From: Rebekah Horsting
Subject: Ask the Expert: Navigating a Financial Planning Career as a Woman
Hi everyone,
Mark your calendars for our next Ask the Expert event, Navigating a Financial Planning Career as a Woman, on June 22 from 1-2pm ET.
Our WIN Advocate CFP® professional experts will be available to answer your questions:
- How to find growth opportunities
- How and where to network,
- Areas to find support for your career in financial planning
- What to ask of your employer, and more!
Experts:
We welcome you to drop in during the live event 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.
Download the event to your calendar here:
Get your questions ready, we are looking forward to answering them!
#asktheexpert
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Rebekah Horsting
Community Manager
CFP Board
candidateforum@cfpboard.org
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