Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership Team. She is currently studying for her CFA and specializes in estate planning, helping clients build their legacy and honor the wishes of their loved ones.

“Getting to walk alongside clients and their families when they’ve lost someone and saying, ‘Hey, I’m handling all this paperwork, and I know this process, so let me walk through it with you so that you don’t have to worry about money,'” she says.

Emma never expected to take an interest in financial planning. When she was younger, she wanted to become a basketball coach and had no interest in money.

However, her family went through difficult financial times, so she decided she never wanted to worry about money. A family friend suggested she look into financial planning, and she ended up interning in it.

She soon realized this was the career she was meant for, and loves helping clients through their financial worries. She also has a heart for mentoring younger people and wants to help them make smart financial decisions.

She realized her perfectionism had been guiding her and she needed to focus on her heart and her passion. Now, Emma is an experienced financial planner and mentor who is passionate about helping others find their own freedom.

In this episode, you will learn:

  • How Emma’s original life dream of becoming a basketball coach led her to financial planning.
  • The unique opportunities of helping clients with financial literacy and planning, especially younger generations.
  • How to define and achieve true freedom in life and career.

If you enjoyed this episode, please leave us a review and rating.

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Gold: The Shiny Rock is Shining

By: Sonu Varghese
Most risky assets have had a volatile stretch since the Silicon Valley Bank crisis began. The S&P 500 Index has recovered but is still down about 0.5% between March …

Would You Believe Me If I Told You?

By: Ryan Detrick
They call it March Madness for a reason, but this is getting a tad extreme. Besides the fact that no 1, 2, or 3 seeds made the Final Four, …

The Four Most Popular Marketing Solutions for Financial Advisors

By: Cameron Carlow
 Financial advisors spend an average of 3% of their revenue on marketing. Yet 56% of advisors say they receive no clients from their marketing efforts, according to the …

The Stock Market is Built to Recover

By: Carson Investment Research
Carson Investment Research recently published our 8 Principles of Equities. After a difficult year like 2022, the second principle is rather timely—the stock market is built to recover. It’s …
1 2 3 166