Ep #97: Teacher Turned Financial Planner with Keith Wayne
New Planner Podcast · Caleb Brown
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Show Notes
Keith Wayne is an Associate Financial Planning Analyst at Mercer Advisors based out of Lynchburg, VA. He joins the show today to share how he transitioned from a 26-year career in teaching to become a financial planner. If you are coming from the education profession and want to successfully navigate the transition, this is an episode for you!
Listen in as Keith talks about what originally got him interested in teaching, the valuable skills the profession taught him, and where he finds similarities between teaching and financial planning. We also discuss how Keith found his first financial planning position, what he did to set himself apart and prepare for his new career, and his advice for others who are looking to take the leap from a comfortable career to pursue their true calling.
You can find show notes and more information by clicking here: https://bit.ly/3AkP4nU