Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle

New Planner Podcast

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6M ago 25:40

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Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you!

Listen in as Joshua opens up about the founding of his financial coaching business and his subsequent pursuit of full-time opportunities. You'll learn about his interview experience with a large broker-dealer, his initial rejection, and his persistent efforts to enter the profession. He also discusses finding his current firm, the development of his role, and his success in earning trust and establishing a satellite branch.

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

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