Where To Get Started: Episode Recaps & Career Insights

Dive deeper into our podcast episodes with exclusive blog posts! Get key takeaways, behind-the-scenes stories, and expanded career insights from our amazing guests. Your ultimate resource for where to get started in so many professions.

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Unlocking the Path to Financial Planning Success: Insights from Zacc Call, CFP®

Discover how Zacc Call, Certified Financial Planner and partner at Capita Financial Network, navigated an unconventional path to success in the financial planning industry. In this exclusive interview, Zacc shares actionable advice for aspiring financial advisors, including why the CFP® credential is essential, how to leverage technology and AI for career growth, and the importance of building strong client relationships. Learn the 4 C’s of choosing a financial advisor—competence, communication, care, and compensation—and get expert insights on when to seek financial advice, how to start your own practice, and what it takes to thrive in today’s evolving financial services landscape. Whether you’re considering a career in financial planning or looking for proven strategies to advance, this interview offers a clear roadmap to success.

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