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New Planner Podcast

Apr 16, 2021

Erica Crane is a Senior Technical Editor and Matt Nelson is the Director of Education at, a leading financial planning education and media company. Both have had very unique journeys to their current roles, with Erica starting out as a Ph.D. student in Molecular Biology, and Matt as an English major before being recruited to a sales position in financial planning and eventually making his way to his current position.

In this episode, both Erica and Matt share why they both pivoted from their initial career goals and found their way to, as well as why some working knowledge in financial planning is beneficial to working in the financial planning field—regardless of whether you’re working directly with clients. Listen in to learn what new planners need to do to be successful and what it's like working for Michael Kitces and his team.

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