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New Planner Podcast

Dec 10, 2021

Erin Bruce is an Associate Planner with Cannon Financial Strategists based out of Athens, GA. She joins me in this episode to share what an associate's day-to-day life looks like, including the three things that make up most of her day, and why financial planning is a great career fit for her.

Listen in as we dive into her experience transitioning from student to professional, how other planners can make the transition as smooth as possible, and what Erin did while still in college to set herself apart. Erin also shares why she decided to pursue both the AFC and CFP credentials, how she found her internship, and how she splits her time currently between the retirement and financial planning sides of the business.

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