We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Assess Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and both being XYPN members, of course!). Cathy was and is a CPA, while James spent most of his career in the tech industry.
Today we talk about what it's like to change careers, including the good, the bad, and the scary. Cathy and James share their experience when it comes to leveraging a community, what it takes to run a business, and what kind of preparation you need to enter this industry. We talk about how career changers often feel like they need to work extra hard to stay up to date with education and compliance, how the pandemic-driven switch to virtual advising has enabled them to serve their clients better, and how to make such a people-centric role work for “high-functioning introverts.”
Cathy and James have a lot to offer our listeners today, so if you’re contemplating a career change or have been there and done that, then this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/297