Today we have Martin Seay, the Department Head of Personal Financial Planning at Kansas State University, and Jesse Lineberry, the Director of the Financial Planning Program at Virginia Tech University, on the show. The pair join the podcast for office hours to chat about all things financial planning. Tune in as they share the kinds of offers their students receive from employers, what students prioritize in entry-level roles, and the distinguishing factors of top job candidates. We also ...
Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence
Victoria Lawrence is an Associate Financial Planner with Morris Financial Concepts in Charleston, SC. She joins the show today to share her unique journey from aspiring investment banker to financial planner, including how she entered the financial planning profession. If you are seeking to get hired into a financial planning firm without a financial planning degree, this is an episode for you! Drawing from her rich experiences growing up in Hong Kong, Victoria opens up about the process of ...
Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
Today we welcome back Jesse Lineberry to discuss the intricacies of compensation in the financial planning profession. We'll examine recent offers that have been both accepted and rejected, providing insights into industry trends. Discover the data from a salary survey, shedding light on the expected salaries for paraplanners, associate planners, and financial planners. We'll also delve into the evolving landscape of compensation structures in the financial planning field. Listen in to learn ...
Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees
Jason Howell and Doug Tees are with Jason Howell Company based out of Fairfax, VA, and they join the show today to discuss their journeys in the financial planning industry. If you are considering changing careers and would like the confidence to make the leap, this is an episode for you! Listen in as Jason and Doug delve into their unique paths to financial planning, as well as the formation of their successful partnership. Jason unpacks how he utilized his vast network to launch and grow his ...
Ep #149: Financial Literacy to Financial Planning with Dana Carney
Dana Carney is an Associate Wealth Manager at River Capital Advisors in Jacksonville, FL. She joins the show today to share her unconventional journey into the world of financial planning, starting with her initial aspirations to become a dietician and the transformative volunteer experiences that honed her skills. If you are passionate about financial literacy, but also want to work with high-net-worth clients, this is an episode for you! Listen in as Dana opens up about her choice to work in ...
YOUR FINANCIAL PLANNING CONFERENCE GUIDE
Summer is over, school is back in session and cooler temperatures mean the official start of conference season in the financial planning profession. This is a fun and exciting time and a way for you to catapult your career to new levels of success! Attending conferences is a great way to gain a better understanding of the profession, increase your technical knowledge, and expand your network. The bulk of the national conferences are held between the months of September and November and figuring ...
Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke
Kyle Jahnke is a financial advisor at the RWS Group based out of Saginaw, MI, and he joins the show today to discuss his transition into the financial planning profession after four years in a corporate finance role. If you’re a career changer or in the process of preparing for the Series 7 exam, this is an episode you won’t want to miss! Listen in as Kyle delves into his journey from a corporate finance role at a prominent Fortune 500 company to his current position as an advisor. He unpacks ...
Ep #147: Planning a Career with Purpose – Always Giving Back and Never Giving Up with Nicky Amore
Nicky Amore is a financial planner with Falcon Wealth Planning based out of Chicago, IL. She joins the show today to chat about her unique journey into the financial planning industry, including how early life challenges, like injuries and time in a wheelchair, shaped her perspective. If you have had setbacks and need a boost of encouragement to keep moving forward, this is definitely an episode you won’t want to miss! Listen in as Nicky shares how she went from working at Starbucks in college ...
Ep #146: Leaving Corporate America to Become a Financial Planner with Mark Hansen
Mark Hansen is the owner of Second Comma, a virtual advisor firm for 6-figure single-income households. He joins the show today to share his path into the financial planning profession, from a high-paying steady job to starting over at zero. If you are nervous about leaving the comfort and stability of corporate America to start your career in financial planning, this is an episode you won’t want to miss. Listen in as Mark recounts his journey into the financial planning profession, from giving ...
IS YOUR INTERVIEW PROCESS TOO LENGTHY?
Everyone who follows these articles knows that our approach is to be as thorough and precise as possible when it comes to candidate selection. At what point, though, does a hiring process become too lengthy and a deterrent for job seekers? Since, the current demand for new planners is high and supply is small, the obvious downside is that the longer a firm drags out the interview process the increased likelihood the candidate will accept an offer from a competing firm. In this month’s article, ...
Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere
Joel Cavaliere is a Financial Advisor at Blue Heron Capital based out of Denver, CO, and he joins the show today to discuss his path to becoming a financial planner. He also highlights his transition within the industry, revealing how he navigates the challenges of working with an older clientele and confronting ageism. If you are concerned that you might be too young to work with retired clients, this is an episode for you! Listen in as Joel delves into his journey, from his academic choices ...
EP #144: A PATH TO STARTING YOUR OWN FIRM AT 26 WITH MATT GARASIC
Matt Garasic is the Founder of Unrivaled Wealth Management based out of Pittsburgh, PA, and he joins the show today to discuss how he found his way to financial planning—despite thinking it was only insurance sales. If you feel stuck and need someone to take a chance on you, even if you might not have the level of experience they are looking for, then this is an episode for you! Listen in as Matt shares his unique journey from an initial pursuit in Petroleum Geology to becoming a financial ...