Planning Your Own Path in Financial Services

We speak with Lucila Williams, founder of The Intentional Advisor, on our NextGen in 10 Podcast about how to get into the financial services field and succeed with your practice while staying true to yourself. This episode begins a conversation on how to bring a sense of self to the business of financial planning as an advisor, including personalizing your office space, forming a deeper relationship with clients, emphasizing your own values, and more.