Welcome back to Don’t Retire… Graduate! In today’s Diary of a Financial Advisor entry, we're diving into the insightful journey of financial advisor Beth Nori, a Certified Financial Planner™ practitioner with over eight years under her belt at BFG. Beth isn't your typical advisor who is often the face of meetings; instead, she plays a crucial behind-the-scenes role, ensuring everything is meticulously prepared before clients walk through the door.
In our discussion, Beth shared her path from starting in a large financial firm in the DC area to finding a home with BFG in Baltimore, where the focus on financial planning became her passion. We discuss what drew her to the financial industry and her unique trajectory at BFG, where she handles a lot of the preparatory legwork that many advisors might shy away from.
Her attention to detail and affinity for working with numbers naturally aligned with her gravitation toward tax planning, a crucial area for many clients. Beth is currently expanding her expertise by pursuing a new designation, the Tax Planning Certified Professional. Together, we explored her commitment to transforming technical planning into more human, client-centered advice and the satisfaction of helping clients minimize tax liabilities. Beth also shared her aspirations, which remarkably revolve around growing in her current role, enjoying BFG’s family-like culture, and seeing where her path continues to take her.
5 Key Takeaways:
Join us as we continue to inspire and educate you on your journey toward financial freedom and a purpose-filled future. Don’t forget to subscribe, rate, and share this episode with those eager to transform their financial outlook!
Learn more about your ad choices. Visit megaphone.fm/adchoices