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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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Nina Kamrani is an Associate Wealth Advisor at Monumental Financial Planning based out of Washington, D.C. She stops by the show today to discuss how she transitioned from a successful career with a large retailer to an entry-level financial planner role. If you are considering a career change from corporate America to financial planning, this is an episode for you!
Listen in as Nina shares how she got hired by Target (where she learned to handle difficult conversations, motivate her team, and lead people much older than herself), and then ultimately decided to pivot from her role there. You'll learn how she found an entry-level position she was hesitant to apply for and got hired for a custom role, as well as how her Target skills led to a promotion after just eight months. Nina also reveals what it was like working in an admin-heavy role before her promotion to associate and offers her tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/3z3ljuY
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Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you!
Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only RIA firms. He discusses his strategy of cold calling firm owners for interviews and the follow-up process, as well as how he connected with his current firm, the interview process, and why he accepted their offer. You'll hear the most fun and challenging aspects of his role and his tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/4c8KfiJ
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Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeking to start your own firm, this is an episode for you!
Listen in as Lauren opens up about obtaining various licenses, pursuing a finance degree, taking time off for her daughter, and eventually earning a master's in financial planning and the CFP designation. She also talks about her decision to start her own firm, reveals what it was like leaving a high-paying job for the unknown, and offers tips for newer planners.
You can find show notes and more information by clicking here: https://bit.ly/4bwHY0M
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Christian Martinez is a Financial Planner at Wela Financial Advisory based out of San Antonio, TX. He joins the show today to share his story of entering the financial planning profession after originally setting out to become an architect. If you are looking to transition into an RIA from another channel, this is an episode for you!
Listen in as Christian talks about how a career-ending injury while playing basketball in college helped him gain clarity on his professional focus, as well as how he leveraged a personal connection to start his career in the insurance channel. He also shares why he transitioned to an RIA firm, what attracted him to his current role, the challenges he faces, and valuable tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/3V8ifpP
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Today we are joined by University of Michigan student Bryan Schneider. Bryan shares his journey of pivoting from being an Economics major to pursuing financial planning, including how he navigated his school's lack of a financial planning option and proactively sought out opportunities to immerse himself in the field.
Listen in as Bryan discusses juggling a rigorous schedule, including enrolling in a CFP Certificate program while working for the basketball team and managing a full course load. You'll hear his vision for financial planning, his career aspirations, and valuable advice for fellow students on the path to becoming a Certified Financial Planner.
You can find show notes and more information by clicking here: https://tinyurl.com/283zmjw3
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Alden Shmerling, a Partner at Elwood and Goetz in Atlanta, GA, joins the show today to share her path from a business major to a sought-after financial planner. Reflecting on the challenges of securing an entry-level position in a competitive market, Alden reveals the pivotal moments that shaped her career and how she navigated unpaid internships, reached out to mentors, and made bold career moves.
Listen in as she offers insights into seizing opportunities, overcoming fears, and ultimately achieving success in the financial planning industry. You'll learn how Alden's dedication and perseverance led her to a leadership role at a startup financial planning firm (where she earned ownership within just five years), as well as her advice on navigating the job market, building your career, and positioning yourself for future success.
You can find show notes and more information by clicking here: https://tinyurl.com/44f9rrf5
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Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you!
Listen in as Joshua opens up about the founding of his financial coaching business and his subsequent pursuit of full-time opportunities. You'll learn about his interview experience with a large broker-dealer, his initial rejection, and his persistent efforts to enter the profession. He also discusses finding his current firm, the development of his role, and his success in earning trust and establishing a satellite branch.
You can find show notes and more information by clicking here: https://bit.ly/3wfxYcY
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Jeff Bramlett is a paraplanner with BDL Advisors based out of Atlanta, GA. He joins the show today to share his journey into financial planning, starting from a pivotal moment in college that led him to switch majors after a chance encounter with a fellow student. If you are looking to learn the business from the ground up, then this is an episode for you!
Listen in as Jeff dives into his academic achievements—balancing a near-perfect GPA with part-time work and volunteering—and his advice for those entering the field. You'll hear about his challenging path to securing a role at a hybrid RIA amidst the COVID-19 job market, the most fulfilling part of his career, and more.
You can find show notes and more information by clicking here: https://bit.ly/4aNCVIK
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