Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim
New Planner Podcast · Caleb Brown
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Show Notes
Hayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you!
Listen in as Hayley shares her early determination to become a financial planner, leading her to complete two internships before even starting college. She also dives into her journey of initiating a financial planning student organization, landing a part-time role at her current firm during college, and her rapid ascent to a team lead position just two years post-graduation.
You can find show notes and more information by clicking here: https://bit.ly/3ujOxmZ