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Oct03Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee

Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee

Today I’m joined by two guests from Strategic Financial Planning: Bryan Lee, the firm’s founder, and Valerie Carpenter, a financial planner on the team. They share their career journeys and key insights for anyone interested in launching and scaling a firm, growing as a new planner with the right mentorship, or picking up practical tips for entrepreneurial success. Listen in to hear how Bryan launched his own firm at just 27, grew it strategically, and focused on hiring and developing new ...

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Sep26Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker

Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker

Jeanna Fifer is a partner and Kristin Baker is an associate financial planner with Cordis Financial, and they join the show today to talk about their distinct paths into financial planning. If you're interested in exploring career pivots, finding the right professional fit, or learning how collaboration can create long-term success in financial planning, this episode is for you! Listen in as Kristin reflects on her career in banking, corporate America, and her time as a stay-at-home mom ...

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Sep19Ep #247: Pivoting to Financial Planning, Buying a Firm and Merging with Another Firm with Caroline Piehl

Ep #247: Pivoting to Financial Planning, Buying a Firm and Merging with Another Firm with Caroline Piehl

Caroline Piehl is a partner at TimeWise Financial, and she joins the show today to share her non-traditional path to financial planning. If you're interested in navigating career pivots, building a family-founded firm into your own, or learning what it takes to merge and grow a business, this episode is for you! Listen in as Caroline shares how she went from pursuing her dream job at Nike in brand management to realizing it wasn’t the long-term path she wanted. She explains how she pivoted to ...

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Sep12Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul

Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul

Today I'm joined by Kaitlyn Carlson, Founder of Theory Planning Partners, and Jordan Paul, Lead Advisor there. Kaitlyn and Jordan share insights on navigating career pivots and key lessons they learned on their journeys in the field. If you're interested in launching a firm and fostering a culture built for long-term success, you won’t want to miss this episode! Listen in as Kaitlyn and Jordan talk about how their distinct paths led them into financial planning, as well as the challenges that ...

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Sep05Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron

Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron

Xander Larsen and Matt Pyron are associate advisors at 5280 Associates, and they join the show today to share how they transitioned from financial planning students to thriving professionals. If you're interested in learning how to make the most of mentorship, gain confidence through early career experiences, and add value as an associate advisor, this episode is for you! Listen in as Xander and Matt share how their journeys have paralleled each other, from the mentors who guided them to the ...

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Aug29Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden

Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden

Megan Madden is a financial advisor at the Bethesda Wealth Planning Group, and she joins the show today to share her career journey from wanting to go to beauty school to using her knowledge to empower women through financial planning. If you’re interested in hearing how she built a meaningful career in financial planning while staying true to her values, you won’t want to miss this conversation. Listen in as Megan shares why she initially resisted going to college, but ultimately found her ...

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Aug22Ep #243: 21 Years at the Same Firm with Andrea Eaton

Ep #243: 21 Years at the Same Firm with Andrea Eaton

Andrea Eaton is a financial planner at Cornerstone Wealth Advisors, and she joins the show today to share how a guest lecture by a financial planning faculty member opened her eyes to a new career path. If you're interested in building a long-term career with one firm, finding the right cultural fit, or learning how to develop and mentor new planners, this episode is for you! Listen in as Andrea shares her journey from the financial planning program at Texas Tech University to her current ...

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Aug15Ep #242: Transitioning Out of Corporate America to Financial Planning with Dustin Cidorowich

Ep #242: Transitioning Out of Corporate America to Financial Planning with Dustin Cidorowich

Dustin Cidorowich is an Associate Financial Planner at R.W. Rogé & Company and he joins the show today to share his journey from corporate America to an entry-level financial planner position. If you're interested in making a career change into financial planning, understanding the realities of entry-level roles, or learning how to grow and thrive in a firm, this episode is for you! Listen in as Dustin shares how he made the leap from corporate America to a financial planning role - ...

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Aug08Ep #241: From Clergy to CFP with Samuel Kim

Ep #241: From Clergy to CFP with Samuel Kim

Samuel Kim is a Senior Client Services Associate at Questar Capital Partners and he joins the show today to share his path from pastor to financial planner. If you're interested in pursuing a non-traditional route into financial planning, balancing dual careers, or learning how to grow within a small firm, this episode is for you! Listen in as Samuel shares how a career assessment sparked his interest in financial planning and why he chose a bi-vocational path to balance two careers. He ...

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Aug01Ep #240: First Job in Financial Planning and First Hire with Sage Vincent and Jeremy Portnoff

Ep #240: First Job in Financial Planning and First Hire with Sage Vincent and Jeremy Portnoff

Jeremy Portnoff is the Founder at PortSalus Wealth Management and Sage Vincent is a Client Services Associate, and they join the show today to share how their career journeys brought them to working together at PortSalus. If you're interested in forging your own path in financial planning, finding the right mentorship, or learning how to thrive in a growing firm, this episode is for you! Listen in as Sage and Jeremy share how their distinct paths led them to financial planning - Jeremy ...

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Jul25Ep #239: Thriving in a Hybrid Role with Matthew Gray

Ep #239: Thriving in a Hybrid Role with Matthew Gray

Matthew Gray is a Certified Financial Planner at Schrock Financial, and he joins the show today to share how he got started in financial planning and ultimately found the right fit. If you're interested in breaking into financial planning, navigating early career decisions, or learning how to approach compensation conversations with confidence, this episode is for you! Listen in as Matthew talks about how a math professor introduced him to financial planning and what sparked his passion for ...

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Jul18Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu

Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu

Wilson Liu is an associate advisor at Stone Steps Financial, and he joins the show today to share his transition from the tech industry to financial planning. If you're interested in switching industries, navigating a career transition into financial planning, or learning how to build confidence and contribute meaningfully as a new planner, this episode is for you! Listen in as Wilson shares how his lifelong interest in personal finance and guidance from a friend in the profession helped him ...

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