Coaching, Conferences, and Career Growth

We're joined again by Lucila Williams, founder of The Intentional Advisor, on the NextGen in 10 Podcast for a discussion about how seeking a mentor in financial services through coaching, as well as going to networking events, can expand your personal and professional horizons. This episode concludes a conversation on how to bring a sense of self to the business of financial planning as an advisor, including personalizing your office space, forming a deeper relationship with clients, emphasizing your own values, and more.