Whereas some monetary advisors enter the trade in a roundabout approach, Sarah Mouser’s expertise was totally different. After finding out within the CFP program at Virginia Tech College, she headed straight into the wealth administration world with Ameriprise.
Greater than 20 years on, Mouser is now the managing director of monetary planning at Verdence Capital Advisors, the place she works carefully with the complete Verdence crew to develop customized, individualized planning methods for shoppers. She additionally helps the agency’s monetary planning crew keep forward of the curve and ship built-in and holistic advisory options.
On this episode of the Ask the Retirement Skilled podcast, Mouser speaks with ThinkAdvisor Senior Reporter John Manganaro about her journey as a monetary planning skilled — evolving from a novice producing advisor to an skilled mentor and chief within the trade.
Through the episode, Mouser and Manganaro additionally talk about:
– The evolving expectations of wealth administration shoppers.
– “Giving again” by means of mentorship and new-advisor coaching.
– Planning for hard-to-estimate retirement bills and extra.
To hearken to further podcasts inside the Ask the Retirement Skilled collection, click on right here.
