The Career Shift: Advice for Transitioning Into the Financial Industry with Ken Welch
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The Career Shift: Advice for Transitioning Into the Financial Industry with Ken Welch
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In our fourth episode of The Straight Path Podcast, Ken Welch and Dan Cook dive into the impact of past experiences on their careers as financial advisors. They discuss the biggest learning curves they faced during career shifts, how their backgrounds have shaped their approach, and key lessons that influence their work today. If you’re considering a career shift, they also share valuable advice on making a smooth transition and setting yourself up for long-term success. Tune in for insights on growth, adaptation, and navigating change in the financial industry!
About Your Host:
This podcast is hosted by Dan Cook, CFP®, Wealth Advisor
Schedule a call with Dan: https://dancookcfp.youcanbook.me
Learn more about Dan: https://www.straightpathwealth.com/me...
Connect with Dan: / daniel-cook-cfp%c2%ae-a0b321b3
Guest Spotlight:
This episode features Ken Welch, CFP®, CPAConnect with Ken: LinkedIn: / kenwelch1
Website: https://www.straightpathwealth.com/
Learn More About Straight Path Wealth Management
Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st...
To reach our social channels visit: https://hopp.bio/straightpathwealth
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