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On this episode, host Kathleen Kenealy speaks with two of the FPA New England chapter’s board members: Membership Director Karen Van Voorhis, CFP® and Kayla Holland, CFP®, head of the Next Gen Committee. We hear from Kayla and Karen about the...
On this episode, host Kathleen Kenealy speaks with two of the FPA New England chapter’s board members: Membership Director Karen Van Voorhis, CFP® and Kayla Holland, CFP®, head of the Next Gen Committee. We hear from Kayla and Karen about the different paths they each almost took before pursuing a career in financial planning. We talk about the value of starting a career in a small firm that provides you with an opportunity to experience many different aspects of running a wealth management firm. Karen shares her tips for finding a position as a planner without ever actually applying for a job and Kayla tells us about all the great events the Next Gen committee is planning for this year. We also hear about their experiences being involved with the FPA, the benefits that the FPA provides to its members, and how the FPA as an organization can benefit from welcoming Next Gen members to our community.
https://www.linkedin.com/in/karenvanvoorhis/
https://www.linkedin.com/in/kayla-holland-cfp%C2%AE-031a0435/
