Ep #186: Carving Out a Niche Working with Clients with College Bound Kids - The Career of Alyssa Lum
Behind The Advisor · Behind The Advisor
January 9, 20191h 2m
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Show Notes
Having a flexible schedule is valuable, especially when you're starting a family and want to spend more time at home. Alyssa Lum shares her journey going from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusses the ups and downs of the experience and lets us in on what she learned throughout the process.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/186