Scott and James discuss the best way to enter the financial planning industry as a career changer. Wilson Liu Financial Resources We're on YouTube here! Listener Question: I really enjoy your podcast. I've had a 10-year career in nonprofit development, but I've had a passion for investing and personal finance since I was a little kid. I'm trying to pivot into wealth management. I know in a recent episode you addressed the path into the industry for someone coming out of college. I'd love to hear if you have any insight for someone making a pivot mid-career. Maybe the pathway is the same, but it would be great to hear what you think. Planning Points Discussed Utilizing Time EfficientlyCapital AppreciationPurchasing PowerOther issues (IRAs, Inflation, Financial Goals, etc.)Timestamps: 2:30 - We're on YouTube HERE! 6:17 - Financial Resources 10:15 - Understanding Your Options 12:46 - Career Change Sample 15:55 - Characteristics Scott/James Look For 23:00 - Aligning Your Financial Goals LET'S CONNECT! James YouTube LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Submit Your Question For The Show Here!