Xypn Radio
Ep #279: Alternative Career Paths in the Financial Planning Industry: An Interview with Lucy Robeson
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:53:04
- Mais informações
Informações:
Sinopse
We’re thrilled to have Lucy Robeson, the Managing Director of AdvicePay, a compliant payment processor for financial advisors, on the show today. Like many others on the show before her, Lucy took a meandering path to where she is today. She started her career as a retirement actuary, spent some time as a non-profit coordinator in Fiji, then moved into the RIA space and pursued her CFP® designation. Now several years later, Lucy lives in Bozeman, MT, where she leads a 14-member team. Lucy discusses how she was able to successfully make those career pivots (hint: it involved a lot of hustle and leaning in) and how those pivots have brought her to where she is today—a place and position she really loves. She shares when she questioned her “why” and how she continued to imagine and work towards a better, more fitting position for herself. Lucy’s tips aren’t just limited to those in the financial services industry; they’re universal. Listen in as she shares how to carve out a place for yourself, how to hone your