Do you think introversion may keep you from a successful financial planning career? Turns out that isn't the case! Joining me on the podcast today is Emily Haberkern, a financial advisor with Evangelista & Associates in Ann Arbor, MI who has proven that being an introvert doesn't mean you can't have a successful planning career. In this episode, she talks about getting started in financial planning, how she worked her way up through the ranks over the last 14 years, and how her career ...
Ep #75: From Property and Casualty Agent to Financial Planner with Sandy Russ
Sandy Russ is an aspiring financial planner based in Raleigh, NC. She joins the show today to talk about her career path and the transition she is going through right now to become a financial planner. She also shares what led her to start her own property and casualty insurance agency, the challenges she had to overcome with the PNC business, and what it is like to shut down a successful business because it's not your passion. Listen in to hear how Sandy's CPA has helped her throughout her ...
Ep #74: Employee to Entrepreneur with Maria King
Maria King is the President and Founder of TranscendPM, a practice management firm based out of Boston, MA that coaches and consults with financial advisory firms. Before making the transition to entrepreneur and launching TranscendPM, Maria was an employee at CommonWealth Financial Network and has valuable insight into hiring in the financial planning industry. Listen in as she shares her journey, learning the ropes of practice management as an employee before deciding to branch out on her ...
Getting Your Offer Accepted – Part 2 of 3
Last month, we looked at what constitutes table stakes in an offer letter. This month, we explore what minor differentiators look like and how some firms are using these to get candidates to say “yes” to their offer. Minor Differentiators Team-member-first culture - Every firm says they offer this, but there is a clear difference between the firms who have more of the mentality of “if it weren't for the clients, you wouldn't have a job.” When the truth is that if you didn’t have your team, ...
Ep #73: Transitioning from the Military to Financial Planning with Stephen Maggard
Stephen Maggard is a Financial Planner with Abacus Planning Group based out of Columbia, SC. He joins the show today to discuss his background and how he made the transition to financial planning from the military. If you are serving our country and eventually want to transition to the financial planning profession, then this episode is for you! Listen in as Stephen describes why he became interested in financial planning, as well as how he got his foot in the door. You'll learn why he was ...
Ep #72: Associate Planner to CEO with Matt Elliott
Matt Elliott is the CEO of J.F. Williams & Company based out of Denver, CO. He joins the show today to talk about making the leap to financial planning from a career in IT, including how he secured a job with a firm he had previously been rejected from. Listen in as Matt shares how he secured his first job in the industry and why he left that position to pursue an employee career path at an ensemble firm. We also discuss how he was able to develop his skills throughout his career, how he ...
Ep #71: From Wholesaler to Fee-Only Planner with Jason Black and Lee Strongwater
Jason Black is a Financial Advisor, and Lee Strongwater is a Senior Advisor and Partner, both at Colorado Capital Management in Boulder, CO. Jason and Lee join the show today to share their individual career journeys, including how they got started in the industry and the pivots they've made along the way. Listen in as they discuss what brought them to financial planning from other careers, as well as how they overcame the challenges that come with a career change. You'll hear their advice for ...
Ep #70: Insights from a Chief Talent Officer with Nate Nassif
Nate Nassif is a Talent Management Consultant with a specialty in organizational design, career development, diversity and inclusion, performance measurement, and employee life cycle management. He joins the show today to share his perspective on hiring, culture, and leadership within a large RIA firm. Listen in as Nate shares why culture and culture fit are crucial elements to a successful employment relationship, how job seekers can find the best opportunities with top firms, and how they can ...
Getting Your Offer Accepted – Part 1 of 3
Hiring the right people for your firm can be a challenging time-consuming endeavor, especially in today’s talent market when job seekers have most of the leverage and multiple job offers to choose from. Hopefully you have not had a job offer rejected, but if you have - you aren’t alone. One recent research study by CareerPlug found that 58% of job seekers had declined an offer of employment. In this three-part series, we want to describe what we see each day as table stakes or the ...
Ep #69: How to Become a Top Tier Candidate with Jayla Blakemore
Jayla Blakemore is an Account Executive at New Planner Recruiting, and she joins the show today to talk about how she made her way into financial planning at the University of Georgia—and eventually found her way to my team. If you're in a CFP program and are looking at alternative career paths outside of the lead advisor role, this is an episode you won’t want to miss! Listen in as we discuss what made Jayla change her major from psychology to financial planning, what made her realize she ...
Ep #68: From Practice Management Consultant to Financial Planner with Paul Brown
Paul Brown is the Founder of Clearstone Wealth Management and Clearstone Business Advisors based out of Spokane, WA. He helps clients manage and grow their entire net worth through comprehensive and strategic financial planning, and he has helped me immensely with my own business over the years! Listen in as Paul shares how he first got started in financial planning, how he eventually became a consultant to financial advisors, and why he pivoted to start his own financial planning firm. You'll ...
Ep #67: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 2)
Welcome to part two of my conversation with Antonio Tovar, an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. We pick up the conversation by discussing what role Antonio began in at the large financial services firm where he started, how he was able to move up within that firm, and the valuable skills he was able to hone while there. Listen in to learn why he chose the CFP, how he passed the exam on his first try, and what a typical day at an RIA now looks like ...