Career C.P.R : Revive your Career, Explore Financial Advisory

Thinking of a career change but not sure where to start? Mid-career doesn’t mean starting from zero. Meet real Financial Advisors who once asked the same question—and now thrive. Hear candid stories, get insider insights and explore whether financial advisory could be your next move.

Info: Brief overview of session and introduction of speakers and participants.

Info: Participants will share their background, industry experience, and what once gave them satisfaction in their role.
Discuss what has changed in their career journey and what they hope to find in sales/financial advisory.

Info: Learn how each FA made their career pivot, why they joined financial advisory, key challenges and where they're at in their career.

Info: Open floor for participants to ask questions.
Includes some pre-submitted questions from participants to help guide reflection and spark discussion.

Info: Participants will break into intimate group settings and rotate to engage with multiple FAs.

This presents a unique opportunity to ask personal career questions with candour and honesty, hearing directly from FAs who have been in similar situations.

Gain clarity on the next steps in your career, key considerations and whether a career in financial advisory could be the right fit for you.

Info: Participants and FAs share major learnings from breakout sessions.

Further discussion on career opportunities, growth and next steps.

Info: Take this time to connect with like-minded participants and advisors, continue conversations, and explore potential opportunities. Light bites and refreshments will be provided.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Credence FCG