Ep #15: Starting a Firm Because You Can't Find a Fit with Betty Wang
New Planner Podcast · Caleb Brown
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Show Notes
Betty Wang is the Founder and Owner of BW Financial Planning in Denver, Colorado. She joins the show today to discuss why she pursued a career in financial planning, how she secured multiple internships while in school, and the reasons she chose not to join a financial planning firm after graduation (instead opting for the institutional side of the business).
Listen as Betty shares the keys to succeeding in corporate environments, as well as why she left corporate America. You'll learn what it was like for her as she re-entered the workforce after starting a family, why she was not able to find a fit, and the challenges of starting and growing her own financial planning firm to create the flexibility she needed in her life.
You can find show notes and more information by clicking here: https://bit.ly/38sVdAv