cris wallace

Cris Wallace shares his remarkable journey from being a plant manager to becoming a dedicated financial planner. We discuss his motivations, the challenges he faced, and how relationships and understanding emotions around money can lead to success in financial advising.

Key Takeaways:

  • Cris’s shift from plant management to financial planning

  • The inspiration behind helping others financially

  • Challenges and fulfillment in making career transitions

  • Importance of relationships and trust in financial advising

  • Addressing retirement fears and spending strategies

referenced in our conversation:

CFP®

CHFC®

Enjoy Every Sandwich

WG Financial Group

 

listen to the full episode

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justin carbonneau