A 25 minute watch.  

Tina Weeks , founder of Serenity Financial Planning recently talked to Lee Robertson  about her journey to Financial Life Planner.  From her baptism of fire as a tied adviser to the specific moment the light bulb lit up.  She talks about how the hard knocks of previous crisis were invaluable in shaping her future business and ensuring resilience.  The change in mindset and skills needed and the advice she gives to someone who is considering taking the step to becoming a relationship driven financial life planner.

Tina shares so much insight here including her thirst for knowledge and the training and teachings she has followed to get where she is.  She references George Kinder and the Kinder Institute of Financial Planning.  Coming up tomorrow is an interview with George where he talks about the good things he believes can come out of the crisis and how life planners have a great opportunity to use their active listening skills and to demonstrate calm in a crisis while we are now seeing that online connections can be clear and effective.