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New Planner Podcast

Dec 31, 2021

Kim Basenback is the Director of Financial Planning at Financial Services Advisory in Rockville, MD. She joins the show today to share how she became interested in financial planning, how she found the financial planning major at Virginia Tech, and how she secured her first position during a global financial crisis. Kim also talks about her career path and how she gained confidence with clients.

Listen in as we discuss how she has worked her way up from Associate Planner to Director of Financial Planning, as well as her primary responsibilities in her current role. You'll learn how she had to shift her management style during COVID, how a job in high school prepared her for taking on significant responsibilities within her firm at a very young age, and her tips for new planners just starting out.

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