What I Wish I’d Known: A Panel of Young Professionals-Recording - What I Wish I’d Known: A Panel of Young Professionals

Video Transcription

Video Summary

In this NAPFA Genesis webinar, sponsored by LLIS, Benjamin Jacobs Nicholson and Matthew McKay discuss their career journeys in the financial planning industry. They share their stories of how they entered the field, their educational backgrounds, and their experiences transitioning from school to the workplace. Both speakers emphasize the importance of passion and a willingness to learn and grow in order to succeed in the industry. They also discuss how being young professionals in leadership positions can come with challenges, such as age bias, but ultimately stress the importance of building trust with clients through technical knowledge, preparation, and demonstrating a high level of competence. They share insights on professional development and the constant need for self-reflection and growth in leadership roles. They encourage young planners to be open-minded, take initiative, and always be prepared. While acknowledging the difficulties and uncertainties in the industry, they highlight the supportive and collaborative nature of the financial planning community and the importance of striving to help others and make a positive impact as financial planners. Note: This summary is based on a video transcript and has been shortened for readability.

Keywords

financial planning industry

career journeys

transitioning

trust building

professional development

leadership roles

age bias challenges

technical knowledge

positive impact