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Dec29Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore

Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore

Grace Moore is a Private Wealth Advisor in Washington D.C. She stops by the show today to discuss her journey to becoming a financial planner, including how she was able to secure an internship at a financial planning career day—without having taken any financial planning classes. Listen in as Grace talks about what it was like to join a two-person RIA firm, as well as how she overcame the challenges she faced along the way. You'll learn how she grew in her role and developed into a solid ...

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Dec22Ep #161: From Bank Channel to Silo RIA with Scott Oeth

Ep #161: From Bank Channel to Silo RIA with Scott Oeth

Scott Oeth is a financial planner with Cahill Financial Advisors, and he joins the show today to share his captivating journey in financial planning, beginning with his early interest in investing and his initial steps in the banking sector. If you are in another channel and want to transition into the RIA model, this is an episode for you! Listen in as Scott discusses his evolution from an internal wholesaler at an insurance company to thriving in various financial channels. You'll hear ...

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Dec15Ep #160: How to Best Negotiate Compensation with Kate Dixon

Ep #160: How to Best Negotiate Compensation with Kate Dixon

Kate Dixon is a world-renowned expert on compensation and negotiation, and she stops by the show today to share her wealth of expertise in this topic. If you are looking to become more confident in your negotiations, this is an episode you won’t want to miss! Listen in as Kate shares the essentials of successful negotiation strategies, starting by emphasizing the importance of always negotiating an offer, exploring alternatives for negotiation when salary adjustments aren't possible, and ...

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Dec08Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan

Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan

Dave Ragan is a Financial Planner and Partner at Grunden Financial Advisory based out of Denton, TX. He stops by the show today to discuss his path into the financial planning profession, after initially pursuing a photojournalism career. If you're skeptical about the possibility of someone remaining with their first post-college firm throughout their career, this episode will provide you with a fresh perspective! Listen in as Dave dives into his 20-year journey with the same firm, discussing ...

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Dec01Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield

Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield

Kurt Cornfield is a retired financial planner and Professor of Financial Planning at Liberty University. He joins the show today to discuss his career and why he is passionate about growing the Kingdom Advisors Association, the leading advocate for the Christian financial industry. If you are seeking a community of Christian-based financial planners, this is an episode for you! Listen in as Kurt shares his journey from the wirehouse channel to becoming a key figure in financial planning ...

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Nov24Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim

Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim

Hayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you! Listen in as Hayley shares her early determination to become a financial planner, leading her to complete two internships before even starting college. She also dives into her journey of initiating a financial ...

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Nov17Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute

Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute

Today we have Ryan Huey and Franklin Matute of Roserock Wealth Management, based out of Dallas, TX, joining the show. They discuss how they found financial planning early on, starting their careers right out of college. If you are a soon-to-be new college grad beginning your financial planning career, this is an episode you won’t want to miss! Listen in as Ryan and Franklin recount their journey through the financial planning landscape, from directly after college to when their paths ...

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Nov10Ep #156: Starting as a CFP then Joining the Military with Jon Harrington

Ep #156: Starting as a CFP then Joining the Military with Jon Harrington

Jon Harrington is a Financial Planner and Partner at Milestone Financial Planning based out of Bedford, NH, and he stops by the show today to discuss his path into the financial planning profession. If you are passionate about helping members of the military with their financial affairs, this is an episode for you! Listen in as Jon describes his trajectory from a finance major at Bentley University to embarking on his financial planning career within the bank channel, as well as his ...

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Nov03Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt

Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt

Tanner Merritt is a Financial Counselor with Zeiders Enterprises, and he joins the show today to discuss his path into the financial planning profession. Starting with his transition after 6 years in the Army to majoring in Natural Resource Management, he ultimately made his way to financial counseling for the military. Listen in as Tanner dives into the reasons for his transition, discussing the intricacies of his role, potential salary ranges, career trajectories, and strategies to combat ...

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Oct27Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff

Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff

Makemma Cockrell Wolff is an Associate Relationship Manager at Avion Wealth, and she joins the show today to discuss her path into the financial planning profession. If you are feeling frustrated in your job search and are thinking about giving up, this is an episode for you! Listen in as Makemma shares her initial aspirations of law, only to find her true calling in financial planning through a university assessment. She also details her experiences at the TTU financial planning program, ...

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Oct13Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey

Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey

Enjoli Ramsey is a Certified Financial Planner and Navy vet who joins the show today to share how she entered the financial planning profession. If you are looking to change your career to financial planning, then this is an episode for you! Listen in as Enjoli takes us through her unconventional journey from an engineering major to a Navy veteran and ultimately to a Certified Financial Planner. She recounts her 23-year military career, her early interest in personal finance, and how she ...

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Oct06SPECIAL EPISODE: OFFICE HOURS WITH CFP PROGRAM DIRECTORS MARTIN SEAY AND JESSE LINEBERRY

SPECIAL EPISODE: OFFICE HOURS WITH CFP PROGRAM DIRECTORS MARTIN SEAY AND JESSE LINEBERRY

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 ...

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