Become a CFP - How to have a successful career in finance with Zacc Call from Capita Finance скачать в хорошем качестве

Become a CFP - How to have a successful career in finance with Zacc Call from Capita Finance

Unlock the Secrets of Financial Planning: A Deep Dive with Certified Financial Planner Zacc Call! Discover the insider strategies top financial advisors use to help families build wealth, navigate complex financial landscapes, and secure their financial future. This eye-opening interview reveals the hidden world of financial planning that most people never see. In this game-changing conversation, Zacc Call breaks down everything you need to know about financial planning - from when to start investing to finding the right financial advisor. Learn how to take control of your financial journey, understand the complexities of personal finance, and make smarter money decisions that can transform your life. ‪@ZaccMoneyEducation‬ ‪@CapitaFinancialNetwork‬ Highlights: The surprising truth about when you should actually start working with a financial advisor How AI is revolutionizing financial planning in the next 20 years The critical difference between making money in your 20s and getting paid what you're worth in your 30s Why technical skills are becoming less important than human communication in financial advising The 4 key qualities to look for when choosing a financial advisor Drop a comment below and tell us: What was your biggest financial planning takeaway from this interview? Like, subscribe, and hit the notification bell to never miss expert financial advice! About the Guest: Zacc Call is a Certified Financial Planner and partner at Capita Financial Network. With over 15 years of experience, he's dedicated to delivering superior financial planning to households across the country. Zacc is the author of "Seven Prosperity Projects" and host of the Financial Call podcast. #FinancialPlanning #WealthBuilding #MoneyTips #InvestmentStrategy #PersonalFinance #CFP #CertifiedFinancialPlanner #ZaccCall #Capita More important information & links about money management & Zacc Call: -7 Prosperity Projects: https://amzn.to/4m7nfGz OR https://www.capitafinancialnetwork.co... -Money & Mind https://www.capitafinancialnetwork.co... -Capita Education https://www.capitafinancialnetwork.co... How to Interview a financial professional https://www.capitafinancialnetwork.co... The Retirement Nerds Youtube videos with Zacc Call -Different financial professionals    • Which Financial Professional You Are Worki...   -How to interrogate a financial professional    • The Questions Financial Professionals Don'...   -What your financial advisor doesn't want you to know https://podcasts.apple.com/us/podcast... ZACC'S CONTACT AND SOCIAL MEDIA LINKS: Capita: https://www.capitafinancialnetwork.com/ The Financial Call website: https://www.thefinancialcall.com/ The Financial Call Spotify: https://open.spotify.com/show/5eXi7ud... The Financial Call Apple: https://podcasts.apple.com/us/podcast... Money Education YouTube:    / @zaccmoneyeducation   00:00:00 Introduction to Financial Planning 00:03:15 From Architecture to Finance: An Unexpected Career Path 00:08:40 The Turning Point: Why I Joined Fidelity Investments 00:14:20 Understanding the Certified Financial Planner (CFP) Certification 00:22:30 When and Why You Need a Financial Advisor 00:32:45 The 4 C's of Choosing the Right Financial Advisor 00:41:10 The Dark Side of Financial Planning 00:50:20 How AI Will Transform Financial Advising 00:58:35 Career Advice for Aspiring Financial Planners 01:05:50 The Future of Financial Planning and Technology 01:12:30 Resources and How to Get Started in Financial Planning 01:15:30 Closing Thoughts and Final Advice Submit questions that you want answers to! Next episodes topic: Video Production Submit your questions: https://forms.gle/hVfr3fxNPR7XeCNC7 Check out our socials & more: TikTok:   / wheretogetstarted   Instagram:   / wheretogetstarted   Website: https://www.where2getstarted.com Disclaimer This podcast is for informational purposes only and should not be considered legal advice or official direction for topics or discussions within this episode. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional advice.