Today's guest has taken an unconventional path to building her financial planning career, from overcoming imposter syndrome to buying out her father's firm and introducing retirement coaching. Liz Hand joins the show to share how understanding clients' relationships with money can help them make more intentional financial decisions, why even diligent savers can struggle to feel financially free in retirement, and how planners can look beyond the numbers to help clients align their wealth with what matters most.

Listen in as Liz discusses navigating family business succession with her brother, as well as the thinking behind her book, Money Is a Mirror. You'll hear what new planners can learn from moments of uncertainty and advice for those entering the profession. Liz offers a valuable perspective on combining financial planning with deeper conversations about purpose, beliefs, and the lives that clients want their money to support.

You can find show notes and more information by clicking here: https://tinyurl.com/2ctbpsw4

What does it take to build a long-term career in financial planning without following the traditional path of becoming a lead advisor with your own book of business? Sarah Mouser, a financial planning specialist at Merit Financial Advisors, shares how she went from an accounting major and internship to building financial planning teams, developing next-generation advisors and taking on increasingly strategic leadership roles. She discusses the value of mentorship, why internships can shape a career, the different pathways available to planners and advisors, and how she built her confidence and expertise over more than two decades in the profession.

Sarah also explains how technology is changing the way new planners develop their skills, why the traditional six- to eight-year development runway could become shorter, and what she looks for when hiring emerging talent. You'll learn how she approaches professional designations, why interpersonal skills and curiosity can matter more than a candidate's GPA, how to think about finding your own lane in financial planning, and why firms need to rethink how they use technology to support both clients and the next generation of advisors.

You can find show notes and more information by clicking here: https://tinyurl.com/3yypyrzx

Sometimes the best way to prepare for a career is to put yourself in situations that force you to grow. In this episode, we speak with Alex Healy, a financial planning student at the University of South Florida, about choosing financial planning as a career, building leadership experience in college, and finding opportunities to learn beyond the classroom.

Alex shares how he discovered financial planning and why he believes student-led organisations can help bring more people into the profession. You'll learn what he looks for in a potential employer, why development, mentorship and training matter when starting a career, how internships have helped him understand different areas of financial planning, and how leadership and public speaking have helped him build confidence. Alex also shares his advice for students entering the profession, including why putting yourself in uncomfortable situations can create valuable opportunities.

You can find show notes and more information by clicking here: https://tinyurl.com/4hy57t23