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New Planner Podcast

Oct 22, 2021

Tina Mistry is a Financial Advisor with Portfolio Advisors in Fresno, CA. She joins the show today to share how she found her first job in financial planning while she was still a college student, as well as what she did to progress to become a Lead Advisor and, ultimately, the owner of the firm. She also describes how she passed the CFP exam and gained confidence as a newer planner.

Listen in as Tina opens up about the challenges she faced and how she overcame them, plus specific ideas for improving the softer skills that planners need to guide clients effectively. You will learn about the process of becoming a generation 3 owner, how she balances running the business while serving 120 clients, and what aspect of running the firm she enjoys the most.

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