Are you curious about a career in financial planning? Think it's all spreadsheets, investments, and retirement plans? Think again! In this episode of The VLP Live Greater View, host Andrew Fincher sits down with Richard Tam, a standout financial planning student at George Mason University and former VLP intern, to discuss what it really takes to become a financial advisor in today's world.Richard shares his unique journey into financial planning, from a background in competitive tennis to discovering his passion for helping others navigate the complexities of personal finance. Together, Andrew and Richard explore the evolving landscape of financial planning, offering insights for aspiring professionals and clearing up common misconceptions.Key topics covered include:The real role of a financial planner: beyond the numbers and into relationship building.Top misconceptions about financial planning as a career.How financial planning has shifted from a second-career choice to a first choice for many students.Why soft skills like communication and empathy are just as critical as technical expertise.The value of internships, networking, and hands-on experience during your education.Insights into George Mason University's growing financial planning program and its tight-knit community.Practical advice for students: how to get involved on campus, build connections, and prepare for the CFP exam.Whether you're an aspiring financial planner, a student considering your career path, or simply someone who wants to better understand the industry, this episode offers valuable insights and actionable advice. Learn how to blend technical knowledge with personal connection, understand what makes this profession rewarding, and take the first steps toward a successful career in financial planning.

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