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March 13, 2024 54 mins

In this episode of the 8 Figure Agent Podcast, hosts Jared Larsen and Matt Walker explore different career paths in the financial sector — specifically examining roles as an employee, a practitioner, and a business owner. They delve into the strengths, challenges, and benefits associated with each role, discussing how to navigate transitions between them, and giving advice on aligning career choices with personal goals, mission, and vision. Relevant to industry newcomers and veterans alike, this discussion serves as a thought-provoking guide to career progression in the financial sphere. Tune in and unlock your untapped career potential!

00:00 Introduction
02:15 The Role of an Employee in the Financial Sector
11:01 Transitioning from Employee to Practitioner
17:48 Skills Needed to be a Successful Practitioner
23:01 Transitioning from Practitioner to Business Owner
29:00 The Difference Between Practitioners and Business Owners
36:41 The Importance of Having a Business Plan
47:10 The Role of Money in Choosing a Career Path
50:31 Conclusion: Finding the Right Fit


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Recorded & Produced by: SB Studios

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