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24. How Did We Get From Manufacturing to Financial Planning? with Cris Wallace
Manage episode 466502473 series 3590071
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Cris Wallace shares his remarkable journey from being a plant manager to becoming a dedicated financial planner. We discuss his motivations, the challenges he faced, and how relationships and understanding emotions around money can lead to success in financial advising.
Key Takeaways:
• Cris’s shift from plant management to financial planning
• The inspiration behind helping others financially
• Challenges and fulfillment in making career transitions
• Importance of relationships and trust in financial advising
• Addressing retirement fears and spending strategies
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