On this week's episode of Conversations for Financial Professionals, I chat with Dr. Dave Yeske, CFP® about how psychological understanding in the financial services field is just as important as the technical side.

In the full episode, you'll discover:

🎙️Dr. Yeske's story and origin in financial planning

🎙️Why financial planning is here to stay as a profession

🎙️The cost of the journey

🎙️What makes the journey worth the cost

🎙️3 things all career changers should keep in mind before making the switch

🎙️"Skinny" certificate programs vs. traditional programs

🎙️In your own words, what does the phrase "career changer dilemma" mean to you?

Resources:

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CFFP #67 - Why Psychological Understanding is Important as a CFP