Ep #273: Transitioning from a Public Policy Career to Financial Planning with Lisa Schaefer
New Planner Podcast · Caleb Brown
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Show Notes
What does it really take to leave a stable, high-level career and start over in financial planning? In this episode, Lisa Schaefer shares her journey from working in public policy to becoming a financial advisor. You'll learn how mentorship played a critical role in her transition, why starting with the Series 65 helped her test the waters, and how she navigated the uncertainty of breaking into a completely new industry.
Listen in as Lisa opens up about the realities of taking a pay cut, working in a high-pressure, commission-based environment, and ultimately finding the right firm fit that prioritized mentorship and long-term growth. You'll hear about the pivotal moments that helped her make the leap and get practical insights for anyone considering a career change into financial planning.
You can find show notes and more information by clicking here: https://tinyurl.com/bdz8p7dm