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New Planner Podcast


Apr 22, 2022

Carolyn Stewart, Karlyn Jones, and Carman Franklin are financial planners with Abacus Planning based out of Columbia, SC. They join the show today to discuss their journeys in the financial planning industry, including their biggest fears about entering the profession and what the first few weeks were like at their new firm. If you are considering a career in financial planning but are concerned about the lack of female planners, this is an episode you won’t want to miss!

Listen in as they describe the internship and part-time job opportunities that they applied for, what they learned from those jobs, and how their experience has helped them in their careers so far. You'll learn how the pandemic forced them to approach their careers differently, how to attract more women to the industry, and tips to pass the CFP exam.

You can find show notes and more information by clicking here: https://bit.ly/3vixDSh