Ep #299: Changing Careers and Starting a Firm from Scratch with Nicole Burdick

What happens when you apply for an administrative role in financial planning and unexpectedly find yourself on the advisor track instead? Nicole Burdick of Money Maven Financial shares how she went from wanting a safe, behind-the-scenes role to building a career as a financial planner, navigating the challenges of finding clients, learning the profession without a traditional apprenticeship, and developing confidence along the way. You'll learn how her earlier experience running a small business helped her adapt, why a collaborative workplace made such a difference, and what she learned from some of the most difficult years of her career.

Listen in as Nicole explains how she built a planning-led business model, balanced growing her practice with motherhood and family life, and decided what to delegate as her business evolved. She also discusses charging separately for financial planning, setting an investment minimum, using boundaries to shape her client base, and the role the CFP curriculum played in filling gaps in her knowledge. For newer planners and career-changers, Nicole shares practical lessons on building confidence, knowing what you don't need to do yourself, and giving yourself room to pivot when things don't go according to plan.

You can find show notes and more information by clicking here: https://tinyurl.com/bdcfw4en