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Want to Be a Financial Planner? Here’s What You Need to Know! | Carla Brown
🚀 How Do We Attract and Develop the Next Generation of Financial Planners?
In this episode of Financial Planner Life, I sit down with Carla Brown, President of the Personal Finance Society (PFS) and Founder & CEO of Oakmere Wealth Management, to discuss the biggest challenges and opportunities in financial planning today.
🎯 We cover:
✅ The PFS Professional Map – A clear framework for career progression in financial planning.
✅ The real skills gap – Why technical knowledge alone isn’t enough & the need for relationship-building and sales skills.
✅ The importance of protection planning – Why…
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