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New Planner Podcast


Oct 8, 2021

Deanna Tomasetti and Sophie Leahy of Burt Wealth Advisors join me today to discuss the ins and outs of re-entering the workforce after an extended leave of absence. If you’re a career changer and you’re looking to pivot to a financial planning career, this is an episode you won’t want to miss!

Listen in as Deanna and Sophie discuss how they got started in the financial planning industry, and how their previous experience and education in different fields helped to set them up for success in financial planning. We also dive into why they left the workforce and decided to re-enter over 10 years later, how they made the transition as seamless as possible, and the pros and cons of changing careers later in life.

You can find show notes and more information by clicking here: https://bit.ly/3F9wCjH