Before #COVID19 started, I couldn't land a single summer internship. But since the pandemic hit, I've landed 3 internships!

One with Financial Planning Association (FPA)'s Externship with Hannah Moore, CFP®, one with Luis F. Rosa, CFP® EA at Build a Better Financial Future, and the last with XY Planning Network. I'm a bit late to the post, but I'm excited to announce that I've just started with XYPN last week!

What changed?

As hiring freezes rose and internships were rescinded, my strategy changed from applications to cold emails.

I cold emailed over 50+ fee-only financial planners, and I received 2 emails back from Paige Farrell, CFP® and Sophia Bera, CFP® who pointed me in FPA's direction.

As the externship ended, I cold emailed one of the speakers, Luis, and talked to him about his firm. And he sent me an internship offer letter a few days later!

Finally, I cold emailed Alan Moore (He/Him/His) and landed a call with him (with a ton of luck!). A couple weeks later, I landed an internship with XYPN!

Look, I don’t know if I was extremely lucky or struck a magic formula. But I do believe in cold emails. Comment your email below and I’ll send you the template I created and used!


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