06.15.2023 - Career Planning
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Career Planning as a Pathway to Financial Wellness
Presented by Ray Giese, CFP, Career Pathways
Financial Planning Professionals help clients achieve life goals by applying financial strategies and advice. Yet, the “fuel” that feeds the financial strategies and advice is a person’s earnings capacity throughout their life. Career planning is a dynamic process that helps a person to successfully navigate changes in their life and career. The process involves gaining a better understanding of one’s unique traits, matching those traits to “best fit” career opportunities, and targeting or adapting to the career opportunities that help them achieve life balance and financial wellness.
Attendees Comments:
A few comments from our listeners:
Given the financial impact of human capital on families' welfare, financial advisers should be able to tap into quality career counseling services for their clients or their clients' children.
- Tom B.
It was interesting to hear how he used it with students and new grads, that is something to consider
- Lauren C.
The 40% failure rate was shocking. I was unclear if the behavioral path produces better results than the traditional career coaching.
- Frederick S.
This might be a great resource to refer to clients
- Henry B.
Given the financial impact of human capital on families' welfare, financial advisers should be able to tap into quality career counseling services for their clients or their clients' children.
- Tom B.
It was interesting to hear how he used it with students and new grads, that is something to consider
- Lauren C.
The 40% failure rate was shocking. I was unclear if the behavioral path produces better results than the traditional career coaching.
- Frederick S.
This might be a great resource to refer to clients
- Henry B.
Given the financial impact of human capital on families' welfare, financial advisers should be able to tap into quality career counseling services for their clients or their clients' children.
- Tom B.
It was interesting to hear how he used it with students and new grads, that is something to consider
- Lauren C.
The 40% failure rate was shocking. I was unclear if the behavioral path produces better results than the traditional career coaching.
- Frederick S.
This might be a great resource to refer to clients
- Henry B.