The Skills and Mindset Behind Entrepreneurship and Financial Planning

2023-08-01

The Skills and Mindset Behind Entrepreneurship and Financial Planning Nicole Carson is the owner and founder of Second Story Wealth Planners, a financial planning firm. In this interview, she will begin by describing the roles of her position and experience as a business owner. Including, she will highlight how she partners with clients to build a plan toward their financial goals. Afterward, she will advise how young women can strengthen their approach to managing their own...

The Skills and Mindset Behind Entrepreneurship and Financial Planning

Nicole Carson is the owner and founder of Second Story Wealth Planners, a financial planning firm.

In this interview, she will begin by describing the roles of her position and experience as a business owner. Including, she will highlight how she partners with clients to build a plan toward their financial goals.

Afterward, she will advise how young women can strengthen their approach to managing their own finances.

Lastly, Nicole will provide insight into building the mindset and skills needed to become a successful financial planner, risk-taker, and/or entrepreneur.

Comments (3)