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New Planner Podcast

Nov 5, 2021

Cole Christian is a Wealth Strategist based out of St. Louis, MO, who initially began his financial planning career pursuing an accounting degree and becoming a Certified Public Accountant. He joins the show today to share his journey into the financial planning world and how his career has pivoted from accounting to financial planning.

Listen in as Cole shares his beginning in financial planning, including the very unique internship situation he found himself in and why he chose to work for a smaller accounting firm over a large Big 4 firm. We also dive into why it’s often a good idea to try out multiple jobs before committing to one career path, how to gain confidence in your role, and where the future of the profession is headed. If you are in the accounting field and sensing that it isn’t quite the right fit for you, this is an episode you won’t want to miss!

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