“It just takes time, it’s being genuine about your intentions, it’s asking questions. It’s not about calling to sell or being passive aggressive in a roundabout way. It’s honest to goodness about asking good questions and just listening.”

As someone who grew up in a family full of educators, Joel Arsenault always told himself he would never become a teacher. That’s until college came around, and he studied education, becoming a 7^th grade English teacher. Leveraging this experience, after a few years Joel decided he was ready for a career change. Today he continues teaching, but has made the transition into a new space as a financial planning professional.

Joel utilizes the lessons he learned as a classroom teacher to better serve his clients. From teacher to financial professional – Joel, like many others, accidentally came upon the financial services industry. Today he continues serving his clients by putting their goals and objectives first – something he attributes to his overall success in the office as well as the classroom.

Tune in to Episode 164: The Plan Comes First, to hear:

• How Joel’s career evolved from a 7^th grade English teacher to financial planner
• His perspective when it comes to putting ‘the plan’ first
• How Joel continues leveraging skills he learned in the classroom
• What advice he offers when it comes to networking and building relationships

Don’t miss this episode of Cambridge Stronger to hear Joel’s journey!