Graduation marks an exciting new chapter for young professionals, but for those eyeing a career in financial planning, the path forward can feel uncertain. What are the skills that investment firms are looking for? Which licenses and designations matter most? And how do you land that first opportunity in a highly competitive field?

Today, Matthew Peck welcomes back returning guest Raphael Hanna to share his journey from Stonehill College to SHP Financial. Drawing from his own early experiences, Raphael reveals how internships, networking, and a willingness to adapt shaped his career path. He also explains the difference between independent advisory firms and other industry models, why relationship-building is as important as technical skills, and how to decide where you want to specialize.

In this conversation, you’ll learn the difference between independent advisory firms and other industry models, why relationship-building is as important as technical skills, and how to decide where you want to specialize.

Whether you’re a recent grad, a career changer, or simply curious about what it takes to thrive in financial planning, this episode provides a blueprint to start off on the right track and build a career that lasts.

In this podcast interview, you’ll learn:

• Why networking can make or break your early career.
• The important licenses every new advisor should consider obtaining.
• How to choose the right firm for your career goals.
• The pros and cons of independent vs. traditional advisory models.
• How professional designations like the CFP® can set you apart.
• The best ways to explore career paths within financial services.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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