Ep #200: The Career of Children's Book Author and CFP with Jamie Bosse

New Planner Podcast

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12d ago 29:53

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Today we welcome Jamie Bosse, an author and a financial planner at CGN Advisors, who shares her inspiring career journey and insights into the evolving financial planning industry. Jamie reflects on her experience attending the first Dallas Fort Worth career day 20 years ago, which set her on a path of growth and opportunity. She discusses the importance of building a professional network through a grassroots approach and leveraging industry contacts as she navigated different roles across the country.

Listen in as Jamie dives into her unique career transitions, from the RIA channel to the bank channel—and back again—as she sought to balance her professional aspirations with family life. You'll hear about her passion for writing children’s books and the process behind them, as well as the psychological factors influencing financial behaviors and the importance of staying connected within the industry.

You can find show notes and more information by clicking here: https://tinyurl.com/43bkhr4e

215 episod

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