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24. How Did We Get From Manufacturing to Financial Planning? with Cris Wallace
Manage episode 466502473 series 3590071
Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Cris Wallace shares his remarkable journey from being a plant manager to becoming a dedicated financial planner. We discuss his motivations, the challenges he faced, and how relationships and understanding emotions around money can lead to success in financial advising.
Key Takeaways:
• Cris’s shift from plant management to financial planning
• The inspiration behind helping others financially
• Challenges and fulfillment in making career transitions
• Importance of relationships and trust in financial advising
• Addressing retirement fears and spending strategies
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