Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff

New Planner Podcast

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11M ago 21:59

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Makemma Cockrell Wolff is an Associate Relationship Manager at Avion Wealth, and she joins the show today to discuss her path into the financial planning profession. If you are feeling frustrated in your job search and are thinking about giving up, this is an episode for you!

Listen in as Makemma shares her initial aspirations of law, only to find her true calling in financial planning through a university assessment. She also details her experiences at the TTU financial planning program, securing multiple internships, and navigating a challenging job market due to stock market fluctuations. You'll hear Makemma's insights into her current role, early-career reflections, and advice for fresh graduates eyeing positions at smaller RIAs.

You can find show notes and more information by clicking here: https://bit.ly/3MePkvh

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