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Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
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Haley Ellis is the Director of Operations at Allegiance Financial Group Advisory Services, and she joins the show today to share her transition into the financial planning profession. If you're interested in navigating career moves with confidence or overcoming challenges as a young professional, this episode is for you!
Listen in as Haley shares how she discovered financial planning later in her college career and secured an internship that confirmed her passion for helping others. She also talks about her move across the country to start her first full-time role, the process of earning her licenses and completing CFP coursework, and how her responsibilities have evolved as her career has grown. You'll learn how Haley faced and overcame age discrimination and turned it into motivation for success.
You can find show notes and more information by clicking here: https://bit.ly/3W5H31t
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