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Jul21Ep #142: Nanny to CFP in 3 years with Taylor Cole

Ep #142: Nanny to CFP in 3 years with Taylor Cole

Taylor Cole is a Senior Financial Planner at Woodward Financial Advisors based out of Chapel Hill, NC. She joins the show today to discuss how she transitioned into financial planning from a career as a nanny. If you are a career changer considering a career in financial planning, this is an episode for you! Listen in as Taylor divulges how her journey was sparked by a random career guidebook encounter, which led her to seek knowledge from financial radio shows and local planners. She also ...

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Jul14Ep #141: Overcoming Your Fears Working with Clients as a New Planner with Taylor Love

Ep #141: Overcoming Your Fears Working with Clients as a New Planner with Taylor Love

Taylor Love is a Financial Advisor at Elevant Wealth based out of Twin Falls, ID. He joins the show today to discuss his entrance into the financial planning profession, which, interestingly enough, was not his initial career choice. If you are nervous about taking on client relationships by yourself, this is an episode for you! Listen in as Taylor unfolds his intriguing journey into the financial planning profession, from it not being his initial career choice to securing internships and ...

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Jul07Ep #140: Student to Lead Planner in 3 years with Andrew Fincher

Ep #140: Student to Lead Planner in 3 years with Andrew Fincher

Andrew Fincher is a Financial Advisor at VLP Financial Advisors based out of Vienna, VA, and he joins the show today to share how he became a financial planner. If you think you are too young or inexperienced to become a lead planner, this is an episode for you! Listen in as Andrew shares his journey from accounting major to successful financial planner, and how overcoming career obstacles during the COVID-19 pandemic led him to become the trusted lead advisor for 40 clients at his current ...

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Jun30Ep #139: How to Succeed as a Square Peg in a Round Hole with Alex Carracedo

Ep #139: How to Succeed as a Square Peg in a Round Hole with Alex Carracedo

Alex Carracedo is the Founder of Envision Retirement based out of Phoenix, and he joins the show today to share his story of becoming a Certified Financial Planner and RIA firm owner. If you feel like you are a round peg in a square hole and your career is not where you want it to be, this is an episode you won’t want to miss! In this episode, Alex shares his journey from childhood lessons in personal finance to earning his CFP designation and entering the world of financial planning, ...

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Jun23Ep #138: Transitioning from a Musician in the Military to Financial Planner with Nathan Gale

Ep #138: Transitioning from a Musician in the Military to Financial Planner with Nathan Gale

Nathan Gale is the Founder of Fleur De Lis Financial, and he joins the show today to share his story of transitioning into the financial planning profession after a 17-year career in the military. If you’re struggling to break into the financial planning profession, then this is an episode for you! Listen in as Nathan shares his journey into financial planning, discussing his education, early experiences, and why transitioning careers was the right move for him. He opens up about the trials of ...

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Jun16Ep #137: Internships to Expertise: Career Changing into a Lead Financial Planning Role with Taylor Demars

Ep #137: Internships to Expertise: Career Changing into a Lead Financial Planning Role with Taylor Demars

Taylor Demars is a financial planner with Demars Financial Group based out of Washington, and he joins the show today to share his path to entering the financial planning profession and being thrust into the position of primary client advisor just a year into his tenure. If you’re a new planner being pushed out of your comfort zone then this is an episode for you! Listen in as Taylor shares why he joined the family-owned financial planning business that his grandfather founded, how he became ...

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Jun09Ep #136: Leaving a Fee-Only RIA to Start a Financial Coaching Business with Alli Masoero

Ep #136: Leaving a Fee-Only RIA to Start a Financial Coaching Business with Alli Masoero

Alli Masoero is the Founder of Money Conscious, and she joins the show today to share her career path, starting from first becoming interested in financial planning to starting her own firm. If you have found yourself questioning your passion for serving high-net-worth clients and are considering a different path, this is an episode for you! Listen in as Alli shares the sequence of events that led her to shift her focus from majoring in mathematics to financial planning despite the disapproval ...

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Jun02Ep #135: Sales Assistant to CEO with Deanne Rosso and Chuck Vickery

Ep #135: Sales Assistant to CEO with Deanne Rosso and Chuck Vickery

Deanne Rosso and Chuck Vickery from Elevate Wealth Advisory, based out of Athens, GA, join the show today to discuss the challenges and wins of their successful partnership and buyout. If you dream of buying out your firm’s founder, this is an episode you won’t want to miss! Listen in as Deanne and Chuck take us on a journey through their partnership in financial planning, starting with Deanne’s beginnings in the field, how she and Chuck met, why she decided to join Chuck’s team (despite more ...

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May26Ep #134: Developing Technical Expertise Plus Leadership and Management Skills with Mark Maurer

Ep #134: Developing Technical Expertise Plus Leadership and Management Skills with Mark Maurer

Mark Maurer is the President and CEO of LLIS, an insurance brokerage and consulting firm that was founded to be a resource and advisor to fee-only financial advisors and their clients. If you are interested in becoming a Certified Financial Planner but don’t see yourself as a lead planner, then this is an episode for you! Listen in as Mark shares his unexpected journey in the financial planning profession, starting with a phone call from a family member, and leaving his previous career to join ...

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May19Ep #133: Transitioning from Virtual to In-Person Back to Virtual with Kevin Dunford

Ep #133: Transitioning from Virtual to In-Person Back to Virtual with Kevin Dunford

Kevin Dunford is an Associate Financial Advisor at Switchpoint Financial Planning, and he stops by the show to share his story of pivoting to financial planning from his dream of being an ophthalmologist. If you are looking for a great fit Associate Planner position, this is an episode for you! Listen in as Kevin shares the events that led him to switch his major and explore career paths outside of ophthalmology, how his interest in financial planning was sparked, and how his undergraduate ...

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May15SETTING REASONABLE EXPECTATIONS FOR NEW PLANNERS PART 1 OF 2

SETTING REASONABLE EXPECTATIONS FOR NEW PLANNERS PART 1 OF 2

Throughout my career I have witnessed firm owners’ frustrations with new planners they have hired or were interviewing. Their frustrations stem from lack of clarity on what type of education a new planner receives and what can be expected of them. Also, firm owners sometimes don’t know what role they are trying to fill so they are left with trying to hire for a catch-all position resulting in unclear roles and responsibilities, and unreasonable expectations. We will start this two-part ...

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May15UNLOCKING OPPORTUNITIES: HOW TO PROVIDE VALUABLE INTERNSHIPS

UNLOCKING OPPORTUNITIES: HOW TO PROVIDE VALUABLE INTERNSHIPS

Just as in any other industry, financial planning firm owners take on a certain degree of risk when hiring professional staff. For firms that are looking to hire, a quality intern program is a great way to try out potential employees before they sign on the dotted line for a permanent position. In addition to ‘test driving’ future employees, having interns is a good business practice because an extra set of hands to complete work and an additional set of eyes with a fresh perspective is helpful ...

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