Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette
About this episode
Krystal LaFollette shares her experiences and lessons learned during her first year as a financial planner.
What really happens in your first year as a financial planner when you move from the classroom into real client meetings? In this episode, Krystal LaFollette, Financial Planning Associate at Schulz Wealth in Mansfield, TX, shares her journey into the profession and what it was really like transitioning from student to practicing advisor. From early nerves and imposter syndrome to finding her footing inside a small, hands-on firm, Krystal reflects on the highs, lows, and unexpected lessons of her first year. Listeners will learn how new planners can build confidence in client meetings, why real-world experience accelerates professional growth, and how mentorship shapes early career development in financial planning. Krystal also breaks down her day-to-day responsibilities—from meeting preparation and client follow-ups to estate planning work and early exposure to trading—and highlights practical strategies for becoming more confident, present, and effective in advisory conversations. You can find show notes and more information by clicking here: https://tinyurl.com/28zxwun7
More episodes of New Planner Podcast
- Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh
- Ep #287: Immigrating to the USA and Launching a Firm Serving Immigrants with Imade Iyamu
- Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark
- Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson
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