Financial Advisor Success

Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture With Danqin Fang

Informações:

Synopsis

Danqin Fang is a Lead Advisor for Austin Asset, an independent RIA based out of Austin, Texas, that oversees more than $1.3 billion in assets under management for nearly 400 client households. Danqin stands out for her intentional career path in the financial services industry that involved her leaving China, learning a new language and culture in the U.S., getting a Master's in Financial Planning, and creating opportunities for herself through industry associations and networking. In this episode, she shares her journey to Lead Advisor, from connecting with the description of a CFP professional after a Google search to leaving China and immigrating to the U.S. to pursue her CFP marks and having the opportunity to follow a clear career path in finance. You'll hear about how she navigated the complexities of relocating to another country and leveraged cultural differences to better connect with clients, how she used networking opportunities to get connected with the right people in the industry (and ultimately