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How to Become a Financial Planner (and Why Latinos Should Care) with Joe Bautista | HDM 183

HDM 183: How to Become a Financial Planner (and Why Latinos Should Care) with Joe Bautista

Have you ever wondered how to become a financial planner? In this episode, Joe Bautista shares exactly what it takes.

He also shares why Latinos should pay more attention to the financial planning field.

What you’ll learn about in today’s episode:

  • The decision he made when learned that his parents declared bankruptcy
  • The stats of Latino financial planners vs the Latino population in the U.S.
  • A brief overview of how to become a financial planner
  • His best tips for anyone considering a career as a financial planner

Pregunta of the Week:

🤔 What percentage of Latinos are financial planners vs the Latino population in the United States? 🤔

Use your free account in the Her Dinero Matters Hub to submit your answer and be one step closer to this month’s freebie!

Have your free account? Click here to get taken directly to this week’s question.

Don’t have a free account, yet? No worries click here to get started (and submit your answer).

Resources From This Episode:

Connect with Joe: GrowWithJoe.me

Nominate a mujer (woman) for Reina of the Week here: www.jenhemphill.com/reinaoftheweek

☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️

I want to hear from you!  What was your favorite takeaway from this episode? Please come on over to our community and share with us there.

Abrazos + Much Love,

Jen

P.S. ¡GRACIAS por escuchar! THANKS for listening!

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The post, How to Become a Financial Planner (and Why Latinos Should Care) with Joe Bautista | HDM 183 appeared first on the Her Dinero Matters Podcast

HDM 183: How to Become a Financial Planner (and Why Latinos Should Care) with Joe Bautista

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