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

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

By: Jessica Harrington
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …
1 2 3 140