What does it take to build a successful financial planning career in today’s world? In this episode, CFP® professional Tori Ten Hagen shares her journey from starting in the industry during COVID to building a client-focused practice in Dallas. She and John talk about the challenges new advisors face, why tax and retirement planning dominate client conversations, and the best practices that make planning more holistic and meaningful.
Connect With Tori: https://www.linkedin.com/in/tori-ten-hagen-cfp%C2%AE-02a56544/
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG2
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Bobby Bones Show
Listen to 'The Bobby Bones Show' by downloading the daily full replay.