Ep #186: 4 Years into a Financial Planner Career with Allison Doty
New Planner Podcast · Caleb Brown
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Show Notes
Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for you!
Listen in as Allison shares how one financial planning class transitioned her from her marketing major and her process of finding the right fit after college. You will hear about her career path thus far, from what she has been doing in her current role to how she plans to obtain the CFP and become a lead advisor in the future.
You can find show notes and more information by clicking here: https://bit.ly/3KRGO4i