Note sull'episodio
In this episode of the 9innings Podcast, host Kevin Thompson sits down with Chelsea Ransom-Cooper — CFP Board member and wealth advisor — to discuss her path in the financial advisory world. Chelsea opens up about her partnership with Jason Ray, the challenges of launching her own firm, and the significance of representation and the CFP® designation. The two dive into the realities of entrepreneurship, client relationship building, and the changing landscape of financial planning — offering insight and inspiration for both aspiring and seasoned advisors.
Chelsea & Jason Ray: How They Met (00:01:51)
Building the Partnership & Early Career Moves (00:03:33)
The Value and Evolution of the CFP (00:06:24)
First Steps as an Entrepreneur (00:13:02)
Role as a CFP Board Ambassador (00:17:54)
Advice for Young Advisors (00:22:25)
Final Words of Wisdom & Closing (00:26:03)
NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page
Follow Us: youtube: / @9icap
Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428
facebook: / mlb2cfp Buy MLB2CFP
Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4
Website: http://www.9icapitalgroup.com
Hit the subscribe button to get new content notifications.
Corrections: Editing by http://SwoleNerdProductions.com
Disclosure: https://sites.google.com/view/9idisclosure/disclosure