Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll
New Planner Podcast · Caleb Brown
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Show Notes
Today we are joined by Jessie Doll, Co-Founder of ReFrame Wealth, and Malee Turner, an associate advisor there. They both join the show to share their respective career paths, including Jessie's journey from a decade in banking to starting her own firm and Malee's decision to begin her career at a smaller firm after graduating from a CFP program. If you're interested in navigating career transitions, growing in your role as a new planner, or learning how to build a successful advisor-client relationship, this episode is for you!
Listen in as Malee and Jessie share how they got started in the field, as well as how Malee's role, responsibilities, and confidence have grown over the last six months—along with her future aspirations. You'll gain valuable insights on building trust with clients, developing confidence, and working effectively with a senior advisor.
You can find show notes and more information by clicking here: https://bit.ly/4i3yZaG