Want to Be a Financial Planner? Here’s What You Need to Know! - with Carla Brown

🚀 How Do We Attract and Develop the Next Generation of Financial Planners? In this episode of Financial Planner Life, I sit down with Carla Brown, President of the Personal Finance Society (PFS) and Founder & CEO of Oakmere Wealth Management, to discuss the biggest challenges and opportunities in financial planning today. 🎯 We cover: ✅ The PFS Professional Map – A clear framework for career progression in financial planning. ✅ The real skills gap – Why technical knowledge alone isn’t en...