Bryan Hasling, CFP ®, is passionate about building a network of financial planners who lift one another up. He’s focused on helping other financial planners learn how to foster community in their practices and with one another to thrive throughout his career, and as a previous San Francisco FPA NexGen Director.
Breanna believes in being yourself, and owning your knowledge and expertise as a business owner. She has so many fantastic insights on showing up, moving through difficult business decisions, and growing the practice you’ve always dreamed about.
In this episode Jonathon Cameron and Glenn Downing of Cameron-Downing show us how they are living their lives in “beta.” They believe this phrase means always being willing to grow, improve, and learn – never the “final” version of themselves as business owners or financial planners.
Emily Purdon started her career in 2016. She quickly realized that her CFP® certification and financial planning degree through Virginia Tech hadn’t really prepared her for the realities of being a planner – and she felt that the comprehensive planning she learned at her role with SBSB (Sullivan Bruyette Speros & Blayney) was both exciting and beneficial to clients in a way she hadn’t imagine was possible.