Colin Overweg, CFP® and professor Stephen Schiestel, CFA discuss Financial Planning topics

Updated: Mar 25


Colin Overweg, CFP® and Michigan State University Professor Stephen Schiestel, CFA discuss career options and the future of financial planning and wealth management.


TOPICS:

1. Why Colin started his own company

2. Fundamental shifts in the financial planning industry

3. Getting over the imposter syndrome

4. Struggles when started an advisory firm

5. How to find an awesome job in wealth management!

6. Skills to become a great advisor

7. Become a simplicity filter

8. CFP® vs. CFA

9. Advice on starting your own company

10. Intra-preneur vs. entrepreneur

39 views0 comments
napfa_white.1454572043673-copy.png
CFP-Logo-White-300x155-1.png
xypn grey.png
fpa gray.png

455 E. Eisenhower Pkwy

Suite 300

Ann Arbor, MI  48108

(310) 765-7568

colin@advizewealth.com

© 2020 Advize Wealth Management PLLC. All Rights Reserved.

Subscribe to

COLIN'S COLUMN

  • Facebook - White Circle
  • LinkedIn - White Circle
  • Twitter - White Circle
  • YouTube - White Circle