Afleveringen
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Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the hiring process from both the employer and candidate perspectives, this episode is for you!
Listen in as Mallory and Felix share their unique journeys into financial planning, including Mallory’s path from an art degree to becoming a partner at her firm and Felix’s early inspiration for the profession rooted in his upbringing. You'll hear about the hurdles of hiring and how Mallory eventually found the right fit, as well as Felix's experience starting his career at Laurel and the challenges he's navigating as a new planner. Don't miss their key insights on the hiring process, what makes a successful match, and more.
You can find show notes and more information by clicking here: https://bit.ly/4j7PClG
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What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, and the valuable experience it offers aspiring financial planners.
Listen in to hear what’s new for the 2025 Externship, as well as exciting updates from the previous year. You'll learn how you can sign up for the Externship and take the next step in building your career. If you're interested in gaining real-world financial planning experience, learning from industry experts, and developing the skills needed to succeed as a planner, this episode is for you!
You can find show notes and more information by clicking here: https://bit.ly/3FzbZSy
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Zijn er afleveringen die ontbreken?
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Steven Jarvis is the CEO of Retirement Tax Services, and he joins the show today to share why he opted for a career in accounting and tax preparation instead of financial planning. If you're interested in improving tax planning within your advisory firm, bridging the gap between financial planning and tax strategy, or learning how to add more value to clients through tax expertise, this episode is for you!
Listen in as Steven shares his career journey from working at a Big Four firm to leaving just before making partner to start his own tax firm, specializing in helping financial advisors serve their clients more effectively. You'll learn where most advisory firms fall short when it comes to tax planning, strategies to strengthen your expertise in this area, and more.
You can find show notes and more information by clicking here: https://tinyurl.com/3hzmp5a5
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Larry Ginsburg is a financial advisor at Wealth Enhancement Group—and was also my internship supervisor when I was pursuing my CFP education. He joins the show today to share his journey from being a career-changer in the early 80s to building his own business, and ultimately selling his firm to a large aggregator. If you're interested in career transitions, building and scaling a financial planning firm, or navigating succession planning, this episode is for you!
Listen in as Larry shares his journey, including how he grew his business, the mistakes he made along the way, and why he opted for an external succession plan. You'll also hear why he took a chance on me as an intern, some funny stories from our time working together, and valuable tips for firms hiring interns, as well as interns looking for the right fit.
You can find show notes and more information by clicking here: https://bit.ly/3FgKwVC
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Prudence Zhu is the Founder and CEO of Enso Financial. She joins the show today to share her transition from Corporate America to financial planning, including the challenges of building her business over the past two years while raising two small children. If you're interested in transitioning to financial planning, starting your own firm, or balancing entrepreneurship with family life, this episode is for you!
Listen in as Prudence opens up about how she discovered financial planning, as well as how she took the leap to leave her corporate job and start her own firm. You'll hear about the ups and downs of her journey, how she adjusted her initial goals and expectations, what her financial planning process looks like today, and more.
You can find show notes and more information by clicking here: https://bit.ly/3F6GKhG
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Today we are joined by Jessie Doll, Co-Founder of ReFrame Wealth, and Malee Turner, an associate advisor there. They both join the show to share their respective career paths, including Jessie’s journey from a decade in banking to starting her own firm and Malee’s decision to begin her career at a smaller firm after graduating from a CFP program. If you're interested in navigating career transitions, growing in your role as a new planner, or learning how to build a successful advisor-client relationship, this episode is for you!
Listen in as Malee and Jessie share how they got started in the field, as well as how Malee’s role, responsibilities, and confidence have grown over the last six months—along with her future aspirations. You'll gain valuable insights on building trust with clients, developing confidence, and working effectively with a senior advisor.
You can find show notes and more information by clicking here: https://bit.ly/4i3yZaG
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Conner Kolodge is the President of Cherry Tree Wealth Management, and he joins the show today to share his career journey to help more people and have a bigger impact. If you're interested in transitioning from accounting to financial planning, advancing quickly in your career, or understanding the balance between financial planning and investment management, this episode is for you!
Listen in as Conner shares how his career path took him from finance to accounting, and a job at a Big Four firm, before he realized he wanted to make a greater impact by helping people directly. He also discusses his transition to an RIA, how he got his foot in the door, and how he developed his financial planning expertise before moving to a new firm where he balanced financial planning and investment management. You'll hear how he quickly climbed the ranks, his tips for newer planners, and why he chose to run a firm rather than start his own.
You can find show notes and more information by clicking here: https://bit.ly/4gEZ924
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What happens when the traditional career path doesn’t feel right? In this episode, Dan Tobias and Chris Lee of Passport Wealth Management share their unconventional journeys into financial planning—both growing up around the industry, initially rejecting it, and eventually realizing it was the right path for them. If you’re interested in career growth, mentorship, or finding the right fit in financial planning, this conversation is one you won't want to miss!
Listen in as Dan explains why he turned down an opportunity to join his father’s firm, chose to travel the world, and later founded his own firm with a vision for long-term client relationships. You'll also hear Chris share how his own travels led to a remote job interview with Dan, and why he ultimately chose to work at a small firm instead of a large one. They discuss their firm’s hybrid fee structure, the ups and downs of starting and growing a firm, and how Chris overcame imposter syndrome as he stepped into a larger advisory role.
You can find show notes and more information by clicking here: https://bit.ly/42Pd0zu
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My guests today are Edward Smith, President of Valor Wealth Partners, and Zubin Kapur, a financial planner at the firm. They join the show to share their financial planning career journeys, including both of their perspectives on the hiring process for Zubin. If you're interested in learning how to navigate career transitions, grow a financial planning firm, or stand out as a strong job candidate, this episode is for you!
Listen in to hear about Ed’s experience working in various financial channels before starting his own RIA after 13 years at a credit union, as well as Zubin's transition from the Merchant Marines to corporate America before joining a small RIA to make a greater impact. You'll learn how Ed grew his firm, valuable tips on career transitions and becoming a stronger job candidate, and more.
You can find show notes and more information by clicking here: https://bit.ly/4aMHeVL
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Michael Pyle is a Financial Planner at Challenge Everything Financial, and he joins the show today to share his career journey from working in sales to starting his own financial planning firm. If you're interested in transitioning to financial planning, navigating the challenges of entrepreneurship, or building a firm while balancing family life, this episode is for you!
Listen in as Michael shares how his initial success in sales led him to pursue a career in financial planning, balancing a master’s program and his Series 65 exam while launching his firm on the side—until his employer found out and terminated him. He recounts the challenges of starting his own firm with four young children at home, the ups and downs of entrepreneurship, and how constant iterations to his service and pricing model helped him gain traction.
You can find show notes and more information by clicking here: https://bit.ly/4hBPuue
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Jill Barnett is the Founder and Principal of Valley Consulting Partners. She joins the show today to share how she helps wealth management firms navigate human resources issues, compensation, hiring strategy, and workforce training. If you're interested in tackling HR challenges, enhancing workplace dynamics, or preparing for the future of the financial planning profession, this episode is for you!
Listen in as Jill shares how her background in psychology led her to consulting for wealth management firms, driven by a desire to ultimately help the American consumer. She discusses common challenges firms face, including managing remote work, improving soft skills in early-career planners, and fostering strong relationships between employees and firm owners. Don't miss her insights into how the next generation of planners will shape the profession and approach compensation conversations.
You can find show notes and more information by clicking here: https://bit.ly/4g0smnR
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Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills, this episode is for you!
Listen in as Justin shares how conversations with colleagues during his PhD program sparked his realization that many people needed help with personal finance. He recounts how he completed his CFP coursework while finishing his engineering degree, as well as how he found his first job opportunity and ultimately leveraged his study group to secure his ideal role. You'll hear valuable tips on improving your sales skills, key insights for new planners, and more.
You can find show notes and more information by clicking here: https://bit.ly/3PCgNZm
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Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, building a financial planning firm from scratch, or learning from the challenges of firm mergers and relaunches, this episode is for you!
Listen in as Rianka shares how she transitioned from a math major to financial planning after discovering her passion, ultimately securing an internship that led to a full-time role. She explains how her desire to break away from traditional firm models inspired her to start her own firm, as well as the challenges and lessons she learned from merging her firm, dissolving the merger, and relaunching her business.
You can find show notes and more information by clicking here: https://bit.ly/4fZVIms
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Brett Danko is the president of the Financial Planning Resource Center and managing partner of Main Street Financial Solutions. He joins the show today to share how his interest in financial planning has helped him build two successful companies. If you're interested in building a career in financial planning, passing the CFP exam, or learning tips from an experienced educator, this episode is for you!
Listen in as Brett shares what sparked his interest in financial planning, how he entered the profession and started his own firm, and what led him to begin teaching CFP review classes. You'll hear about his unique teaching style, course offerings, and philosophies for helping students pass the CFP exam. We also talk about why people fail the CFP exam, how the new test format differs from older legacy exams, and Brett's top study tips.
You can find show notes and more information by clicking here: https://bit.ly/4a9WFr1
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Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career challenges, build a financial planning firm from scratch, or start your own business, this episode is for you!
Listen in as Jeremy recounts launching his firm just three months after entering the workforce. You'll hear about the challenges he faced, including going 11 months without a new client. Jeremy also discusses the designations he pursued, how his firm has grown, and tips he would give others considering starting their own business.
You can find show notes and more information by clicking here: https://bit.ly/3D7FvxG
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Kirsten Ashbaugh is the Director of Sales at Wilkinson Wealth Management, and she joins the show today to share her career journey into financial planning. If you're interested in navigating a career change, using networking to land your first role, or building a successful path in financial planning, this episode is for you!
Listen in as Kirsten shares how her career began at an intelligence agency before a career coach steered her toward financial planning, leading her to use informational interviews to solidify her interest and secure her first role. She also discusses the hardest part of her career transition, how she worked her way up in her firm to become a CFP, and what it was like to carve out her own career path.
You can find show notes and more information by clicking here: https://bit.ly/4ikZzNi
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How can you kickstart your financial planning career and make an impact early on? In this episode, Associate Financial Advisor Connor Barbella-Roesler shares his journey from discovering his passion for financial planning in college to securing a role at a firm that matched his values. Connor opens up about preparing for and passing the CFP exam on his first attempt, adding value to his firm as a new hire, and navigating the challenges of working in operations.
Listen in to Connor’s advice for aspiring financial planners, including tips for thriving in a virtual work environment and strategies for firms to retain talent and maintain culture. Whether you’re an industry newcomer or a seasoned advisor, you’ll walk away with new ideas to advance your career and create meaningful client experiences.
You can find show notes and more information by clicking here: https://tinyurl.com/553mv6tt
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What does it take to ace high-stakes exams like the Series 65? In this episode, I sit down with Brian Lee, Founder of TestGeek Exam Prep, to explore his journey from high school science teacher to exam prep expert. Brian shares how his unique teaching approach, tailored for visual learners, bridges the gap between textbook publishers and the actual exam. You’ll discover why understanding the exam format, especially multiple-choice strategies, can make the difference between passing and failing.
Listen in as Brian provides practical advice on creating a structured study plan, tackling tricky exam sections, and avoiding common mistakes. We also dive into the NASAA and the Series 65, discussing what test-takers need to know to succeed. Whether you're preparing for securities exams or just want insight into effective study habits, this episode is packed with actionable tips to help you achieve your goals.
You can find show notes and more information by clicking here: https://tinyurl.com/3hesapzu
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Foster Hyde is a Senior Financial Advisor at the Welch Group based out of Alabama. He joins the show today to share his career journey, from law school to financial planning. If you're interested in learning how to navigate career pivots, overcome setbacks, and build a successful career in financial planning, this episode is for you!
Listen in as Foster recounts how his dream job fell through after college, how he found another position that eventually helped him secure his ideal role, and how his experience at the first firm facilitated the transition. Foster also discusses his initial struggles at his current firm, how he learned and created value, and how he worked his way up to become a shareholder.
You can find show notes and more information by clicking here: https://bit.ly/40Ws519
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Augustus Christensen is the Founder and CEO of Scoops, and he joins the show today to share how he got into wealth management. If you're interested in the journey from finance to entrepreneurship, learning how to leverage early career experiences, or exploring ways to make financial literacy more accessible, this episode is for you!
Listen in as Augustus shares his college journey, from creating and selling an app to working at the largest student-run credit union at Georgetown University. He also details his first job out of college at JPMorgan, how his experience in wealth management inspired him to start his own company, and his passion for creating content and promoting financial literacy.
You can find show notes and more information by clicking here: https://bit.ly/4hR6UDK
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