Whereas some monetary advisors enter the trade in a roundabout approach, Sarah Mouser’s expertise was completely different. After learning 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 economic planning at Verdence Capital Advisors, the place she works carefully with all the Verdence staff to develop customized, individualized planning methods for shoppers. She additionally helps the agency’s monetary planning staff 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.
In the course of the episode, Mouser and Manganaro additionally focus on:
– The evolving expectations of wealth administration shoppers.
– “Giving again” by way of mentorship and new-advisor coaching.
– Planning for hard-to-estimate retirement bills and extra.
To hearken to further podcasts throughout the Ask the Retirement Skilled sequence, click on right here.
