Episodios
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What motivates someone to change their career path after a life-altering event? In this episode, Kaitlyn Laney, Lead Financial Advisor at Trek Wealth Solutions, shares her journey from studying civil engineering to transitioning into financial planning after a personal family tragedy. Kaitlyn talks about her early career, including internships with major firms and how she advanced despite feeling underqualified.
Listen in as Kaitlyn reflects on her decision to start her own financial firm, as well as the challenges of building a client base from scratch. You'll learn valuable lessons about perseverance, client relationships, and how to turn personal hardship into purpose-driven work.
You can find show notes and more information by clicking here: https://tinyurl.com/3c5acpwr
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Azure Bradger is an associate advisor at Clarity Financial Group based out of Fort Worth, TX. She joins the show today to share her unconventional journey into the financial planning profession, starting as a biochemistry major before landing an entry-level position at a property and casualty firm and eventually pivoting to a role with a large asset manager. If you're interested in hearing how to navigate career pivots, balance personal challenges with professional goals, or explore transitioning from large firms to small RIAs, this episode is for you!
Listen in as Azure recounts the challenges of failing the Series 7 exam by one point, then later passing it while balancing life as a single mother, working, and studying full-time. You'll also hear why she left a large asset manager for a small RIA firm, her valuable advice for new planners, and more.
You can find show notes and more information by clicking here: https://bit.ly/3Aj4qNy
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Bryan Moylan is a financial advisor at Traverse Private Wealth Group based out of Philadelphia, PA. He joins the show today to share his journey in the financial planning profession, beginning his career at a large asset management firm after college, then changing course multiple times before ultimately starting his own firm. If you're interested in navigating career transitions in financial planning, this episode is for you!
Listen in as Bryan shares why he pursued the CFP certification, as well as what led him to join a small startup. He also explains why the startup wasn't the right long-term fit and how transitioning to a small RIA allowed him to work his way up to Lead Advisor before eventually starting his own firm. You'll hear the challenges and successes he encountered along the way, valuable tips for new planners, and more.
You can find show notes and more information by clicking here: https://bit.ly/3A3w69i
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Today we welcome Jamie Bosse, an author and a financial planner at CGN Advisors, who shares her inspiring career journey and insights into the evolving financial planning industry. Jamie reflects on her experience attending the first Dallas Fort Worth career day 20 years ago, which set her on a path of growth and opportunity. She discusses the importance of building a professional network through a grassroots approach and leveraging industry contacts as she navigated different roles across the country.
Listen in as Jamie dives into her unique career transitions, from the RIA channel to the bank channel—and back again—as she sought to balance her professional aspirations with family life. You'll hear about her passion for writing children’s books and the process behind them, as well as the psychological factors influencing financial behaviors and the importance of staying connected within the industry.
You can find show notes and more information by clicking here: https://tinyurl.com/43bkhr4e
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Zac Cravez is an Associate Financial Advisor at Edge Financial Advisors, and he joins the show today to share how his entrepreneurial father raised him with an appreciation for financial planning. If you're interested in exploring career transitions within the financial planning industry or learning how to align your career with your values, this episode is for you!
Listen in as Zac shares how taking personal finance classes at 14 set the stage for his future in corporate finance and how he navigated his first job after college. He explains why working at a large broker-dealer wasn’t the right fit for him, leading him to resign without another job lined up in his pursuit of joining an RIA. You'll learn the most enjoyable aspects of Zac's current role, what he’s working on now, and valuable tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/3BudM9E
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Jon Duggan is the Director of Financial Planning for Procyon Partners. He joins the show today to share how he found his way to the financial planning profession, starting with an economics major before discovering financial planning and getting through the toughest parts of the curriculum. If you're interested in learning how to navigate a career change, build valuable experience without internships, or explore the tax-planning side of financial advising, this episode is for you!
Listen in as Jon shares how he compensated for his lack of internships by leading the student chapter of the FPA and working at the Aspire clinic—a peer financial counseling center at UGA—and how these experiences helped him secure his first role at a large RIA. He also discusses the various roles he held at different firms, his struggles, his growing interest in tax planning, and why he didn’t envision himself as a long-term client-facing advisor.
And don't miss where Jon shares comp ranges for the Director of Financial Planning position, which is $100-250k per year. (The lower end of the range will be at smaller firms where the Director of Financial Planning is a hybrid planning specialist and mid-level advisor, while the higher end of the range is going to be at firms where you are either running a large team—think 10+ direct reports—or in roles where you have dual relationship management/director responsibilities.) You'll also hear Jon's best tips for new planners and more.
You can find show notes and more information by clicking here: https://bit.ly/3XybZHR
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Lauren Hong is the President of Out & About Communications, and she joins the show today to share how her firm helps the financial planning profession. If you're interested in learning how to enhance your firm's website, attract top talent, and build a strong personal brand as a new planner, this episode is for you!
Listen in as Lauren shares insights from her career, including how client firms successfully attract and retain talent. She discusses the latest trends in firm websites—as well as how to implement those trends during a website refresh—and offers valuable advice for new planners on setting up their brand and gaining clients. You'll also hear about the types of candidates firms are looking for in today's market, how firms can attract top talent, and more.
You can find show notes and more information by clicking here: https://bit.ly/3B921VX
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George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learning how to integrate life planning into your practice or hearing from a pioneer in the field, this episode is for you!
Listen in as George shares how he developed the life planning process, built and sold his firm, and transitioned to coaching and training other financial planners in life planning. He also walks us through his famous three questions that reveal clients' aspirations, regrets, fears, and dreams. Don't miss hearing insights from his recent book, The Three Domains of Freedom, and the essential first step for new planners starting their careers.
You can find show notes and more information by clicking here: https://bit.ly/4eaZbOq
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Cody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to financial planning from a different career, exploring the advice-only model, or learning how to balance professional success with family time, this episode is for you!
Listen in as Cody discusses how he got hired at an RIA, his roles there, and why he left to start his own financial planning and education firm. He also talks about how he secured clients, developed his planning process, and achieved a better work-life balance. You'll hear why the advice-only model works for him, why it's a great niche for new planners, and his mission to change the public's perception of what a financial planner is and does.
You can find show notes and more information by clicking here: https://bit.ly/3yV9Yxg
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Bryan Hasling is a Financial Planner at Modern Financial Planning and a returning guest on the show! He's back today to give us an update on his last four years and his growth metrics after one year in his new firm, including client acquisition, target clients, fee structure, and overhead sharing. If you're interested in learning how to navigate career transitions, grow within established firms, and build a successful financial planning practice, this episode is for you.
Listen in as Bryan shares his journey into the financial planning profession, starting with his first role at a sole practitioner firm in California. You'll hear about his path to becoming a partner in a larger RIA after a merger, and how life eventually brought him back home to Texas. He also discusses the options he considered for his next step and why he chose to join an established firm where he could build his own book of business without starting from scratch.
You can find show notes and more information by clicking here: https://bit.ly/3Xd0jeG
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Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data, including the growing interest in the Southeastern U.S. and the rise in compensation at the small RIA level.
Listen in to learn about the evolving hiring process, the truth behind candidates' preferences for virtual versus in-office work, and what Gen Z and Gen Y prioritize when job hunting. We also discuss how firms are encouraging new hires to complete the CFP exam and what it takes to earn well above the average living in this industry. Plus, you'll get insights into where the market for new financial planners is heading as we approach the end of 2024 and head into 2025.
You can find show notes and more information by clicking here: https://tinyurl.com/393jdmzf
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Katie Braden is the Founder of Advisor Video Marketing, and she joins the show today to share how she entered the financial planning industry after graduating with a degree in photography. If you're interested in blending creativity with financial planning or exploring how to effectively use video marketing in your business, this episode is for you!
Listen in as Katie shares how she transitioned into the financial planning industry after earning a degree in photography, joining a family-owned firm but soon realizing she wanted to serve clients differently by offering financial planning services. She discusses how she taught herself financial planning through a book, launched her own all-virtual firm with a modular approach and no product sales, and eventually reignited her creative passions through marketing her firm. Katie also explains why she decided to close her firm to focus on training other financial planners in effective video marketing.
You can find show notes and more information by clicking here: https://bit.ly/3M5I5Wf
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Katie Calagui is the Founder of Katie Calagui Consulting, and she joins the show today to talk about how she got started in financial planning. If you're interested in understanding the dynamics of the financial planning profession and how to excel in it, this episode is for you!
Listen in as Katie shares how she got started in financial planning, helped start her father’s business, and developed an interest in practice management. She discusses the biggest mistakes made by both firms and career seekers, what firms want to see in a candidate, and how to be the best job seeker. Katie also provides insights on how firms can attract the right talent and offers advice for those unhappy in their current firm, along with details about her consulting business.
You can find show notes and more information by clicking here: https://bit.ly/4cdSPwp
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Kristen Luke is the President of Kaleido Creative Studio, a marketing firm that specializes in financial advisory firms, and she joins the show today to share how she found her way into the financial advisory niche. If you're interested in effective marketing strategies tailored for financial advisors or starting your own firm, this episode is for you!
Listen in as Kristen shares why she started her own firm, some best practices for firms trying to obtain clients, and some of the biggest marketing mistakes they make. She also explains the various marketing channels advisory firms should be active in, the proper way to repurpose content, and her top recommended marketing tool.
You can find show notes and more information by clicking here: https://bit.ly/3WLouAL
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Keturah Orji is a paraplanner at SeedSafe Financial and a three-time Olympian who is competing today in Paris. She joins the show today to discuss not only her financial planning journey, but also her athletic journey. If you're interested in balancing multiple passions and achieving excellence in diverse fields, this is an episode for you!
Listen in as Keturah shares her dual journey in financial planning and athletics, revealing how her early recognition of athletic ability has led her to compete in her third Olympic Games in Paris. She discusses how a suggestion from her boyfriend to take a financial planning class sparked her interest, leading her to pursue a master's degree in financial planning and aim for the CFP designation. Keturah also opens up about the challenges of managing her busy schedule, what she looks forward to in her financial planning career, and her tips for others with demanding commitments.
You can find show notes and more information by clicking here: https://bit.ly/3LAFwey
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Daniel Kopp is the Founder of Wise Stewardship Financial Planning, and he joins the show today to share how he became interested in financial planning. If you're curious about transitioning from a military career to financial planning or starting your own firm, this is an episode for you!
Listen in as Daniel shares how he became interested in financial planning, his journey in the military, and how he eventually opened his own firm to help other military members with their financial planning. He discusses his early interest in money, why he joined the Air Force after high school, and what led him to leave the military to start his own firm. Stay tuned until the end where Daniel outlines the structure and details of his firm, recalls the highlight of his career, and offers tips for new financial planners.
You can find show notes and more information by clicking here: https://bit.ly/4bHSAt6
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Jack Heintzelman is a Financial Planner at Boston Wealth Strategies, and he joins the show today to share how he entered into the financial planning profession. If you're considering a career in financial planning or want to understand the different paths within the industry, this is an episode for you!
Listen in as Jack shares his journey into the financial planning profession, detailing his experiences with internships at a wirehouse and an RIA, and the pros and cons of each model. He explains how these internships guided his career post-graduation and led him to an independent broker-dealer firm. Jack also discusses why he chose his current firm, how he has advanced his career while obtaining the CFP and appropriate licensing, and offers tips for new planners on growing confidence and bringing in clients.
You can find show notes and more information by clicking here: https://bit.ly/3Lm5x0Q
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Donald Capone and John Kvale are with JK Financial based out of Dallas, TX. They join the show today to share how they got started in the financial planning profession, became partners, and have worked together successfully for the last 22 years. If you're interested in building a lasting partnership in financial planning or understanding the dynamics of a successful long-term business relationship, this is an episode for you!
Listen in as Donald talks about how financial planning wasn’t initially on his radar, his start as an accounting major due to his affinity for math and numbers, and how he connected with John, convincing him to hire him as an intern. John shares his journey from the insurance channel to the broker-dealer channel, and ultimately to the fee-only RIA channel, detailing how he grew the business, why he hired Donald, and how he integrated him into client meetings and positioned him for success. Don't miss hearing how they handle disagreements, their take on whether to pursue the CFP or CFA, and their tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/4bMletj
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Adam Van Wert is a Financial Planner with JF Williams Company based in Denver, CO. He joins the show today to discuss his path into the financial planning profession and his career growth so far. If you're considering a career in financial planning or aiming to become a firm owner, this is an episode for you!
Listen in as Adam shares how he became interested in financial planning during high school, influenced by a mentor and local financial planner. He discusses securing his first position in a family office, what he enjoyed about the role, and his transition to a fee-only RIA, where he has grown into a shareholder. Adam also reveals how his ownership buy-in was structured, why he has no desire to leave his firm, and how he passed the CFP exam as a new college graduate. Lastly, he offers tips for new planners that you don't want to miss.
You can find show notes and more information by clicking here: https://bit.ly/3XOfMma
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Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for you!
Listen in as Allison shares how one financial planning class transitioned her from her marketing major and her process of finding the right fit after college. You will hear about her career path thus far, from what she has been doing in her current role to how she plans to obtain the CFP and become a lead advisor in the future.
You can find show notes and more information by clicking here: https://bit.ly/3KRGO4i
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