Mar 22, 2024
Joshua Walker is a Financial Advisor with Wright Planning based in Fishers, IN. He joins the show today to discuss his unconventional path to becoming a financial planner, from being hired into his family business serving dairy farmers—a “temporary” role that ended up lasting 20 years—to discovering his passion for financial planning. If you are struggling to get a firm to take a leap of faith on you, then don't miss this episode!
Listen in as Joshua reveals how a single conversation at church opened the door to the financial planning world, setting him on a path to gain the necessary credentials and overcome significant job search challenges to secure a part-time position. We also discuss the emotional journey of seeing his plans come to fruition, his goals for the next three years, and valuable tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/43gFujQ