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New Planner Podcast

Feb 5, 2021

Sue Chesney is the founder of Delegated Planning, an outsourced financial planning resource for financial planning firms. One of the leaders in the virtual CFP world—and an accidental business owner after a virtual assistant sparked the idea for Delegated Planning—Sue shares her career path, from how she got started in the profession to her role today, employing nine virtual CFPs serving 40 financial planning firms nationwide. 

Listen in as Sue opens up about how she was suddenly thrust into managing a centralized financial planning department for a large insurance broker-dealer, what she learned from the experience, and how she approached her next career move after she was laid off. You'll learn what types of people are a good fit for the virtual CFP career path, what Sue looks for when hiring for her firm, and the income potential in the virtual planning world.

You can find show notes and more information by clicking here: