Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu

New Planner Podcast

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20d ago 32:24

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Wilson Liu is an associate advisor at Stone Steps Financial, and he joins the show today to share his transition from the tech industry to financial planning. If you're interested in switching industries, navigating a career transition into financial planning, or learning how to build confidence and contribute meaningfully as a new planner, this episode is for you!

Listen in as Wilson shares how his lifelong interest in personal finance and guidance from a friend in the profession helped him learn about different roles and channels, setting him on the path to transition into financial planning. He discusses his job search journey, including networking, interviewing, and navigating rejection, along with his early experiences in client meetings and mentorship at his firm. You'll also hear how Wilson has advanced in his career, the ways he adds value to his team, and his strategies for overcoming imposter syndrome.

You can find show notes and more information by clicking here: https://bit.ly/4lj9CmV

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