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Mar17Ep #125: Two Months into A Financial Planner Career with Antonio Montes De Oca Jr

Ep #125: Two Months into A Financial Planner Career with Antonio Montes De Oca Jr

Antonio Montes De Oca Jr is a Financial Analyst at Rock House Financial based out of Farmington, UT, and he joins the show today to discuss how family stress around money growing up prompted him to pursue a career as a financial planner. If you are graduating from a CFP program and want to know how to find a great fit and add value right out of the gate, this is an episode you won’t want to miss! Listen in as Antonio shares his journey into the world of financial planning, how he decided which ...

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Mar15THE RIGHT PEOPLE FOR YOUR TEAM

THE RIGHT PEOPLE FOR YOUR TEAM

A trend we continue to see in the hiring landscape are firms lacking clarity around who they are trying to hire. This month, I want to discuss the thought framework an owner should employ before hiring a new planner. Part of that thought process is to resist the temptation to hire an exact copy of themselves and over-emphasize the business development component and skillset. However, notwithstanding the consensus view from consultants that having a bunch of people in an organization with ...

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Mar10Ep #124: Financial Coach in a Property and Casualty Insurance Company to an Associate Planner in an RIA with Eric Joynt

Ep #124: Financial Coach in a Property and Casualty Insurance Company to an Associate Planner in an RIA with Eric Joynt

Eric Joynt is an Associate Financial Planner at Prospettiva Financial, and he joins the show today to talk about how he became interested in investing and financial planning while in college. If you are in a different channel within financial services and want to transition to an RIA firm, this is an episode you won’t want to miss! Listen in as Eric shares how he started his career with a property and casualty-focused organization, as well as how he moved up the career ladder. You'll hear about ...

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Mar03Ep #123: Finding the Right Team with Liv Olson

Ep #123: Finding the Right Team with Liv Olson

Liv Olson is the Founder of Liv Olson Consulting, based out of Seattle, WA. She helps teams and individuals build lasting capabilities and positive organizational culture that enables people to thrive. If you're looking to join an existing team or build one yourself, you don't want to miss this episode! Listen in as Liv shares from her 20 years of experience in human resources, organizational development, and talent development roles in the RIA channel, highlighting the top mistake firm owners ...

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Feb24Ep #122: Four Years into a New Planner Career with Stephanie Van Albert

Ep #122: Four Years into a New Planner Career with Stephanie Van Albert

Stephanie Van Albert is an Associate Advisor at Moneco Advisors based out of New Haven, CT, and she joins the shows today to share how her love of math and problem-solving drew her to a career in financial planning. If you didn’t graduate with a financial planning degree but want to become a financial planner, this is an episode you can’t afford to miss! Listen in as Stephanie shares how she landed her first job and navigated the challenges of working full-time while completing her CFP ...

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Feb17Ep #121: Transitioning from an RIA to a Financial Planning Tech Startup Company with Jordan Haines

Ep #121: Transitioning from an RIA to a Financial Planning Tech Startup Company with Jordan Haines

Jordan Haines is Director of Customer Success with Elements based out of Orem, UT. He joins the show today to talk about his career journey, from first learning about financial planning to working in a financial planning technology company where he trained other planners on financial planning software. If you are interested in what other positions are available in the financial planning industry, this is an episode you won’t want to miss. Listen in as Jordan shares how he got hooked on ...

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Feb15Avoid These Mistakes So The Candidate Says ‘Yes’ To Your Hiring Offer

Avoid These Mistakes So The Candidate Says ‘Yes’ To Your Hiring Offer

During the last year, if you have had a smooth interview process and made a successful hire, congratulations because many did not have the same experience. The market of available young talent continues to be very limited, and now more firms are hiring due to improving stock market conditions. Furthermore, you will probably not have as many people interested in your role as you may have had in the past. Due to the plethora of openings stemming from the growth of the profession, job seekers ...

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Feb10Ep #120: College Football Player to CFP with Michael Branthover

Ep #120: College Football Player to CFP with Michael Branthover

Michael Branthover is a Financial Advisor with Day Financial Group based out of Columbia, MD. He joins the show today to share how he went from earning a full-ride scholarship to play football at Virginia Tech to his eventual transition into the financial planning program. If you are interested in how to use your background as an athlete to succeed in financial planning, this is an episode you won’t want to miss! Listen in as Michael talks about the influence the financial planning firm owners ...

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Feb03Ep #119: Financial Planner to Wholesaler Back to Financial Planner with Channon Cain

Ep #119: Financial Planner to Wholesaler Back to Financial Planner with Channon Cain

Channon Cain is a Financial Advisor with Raymond James Financial based out of Austin, TX. He joins the show today to walk us through his career boomerang, from starting as a financial advisor right after college to transitioning to a successful wholesaling career—and then returning to his current position as a financial advisor with an independent broker-dealer. If you are unsure about what type of position you might want in the financial planning profession, then you don’t want to miss this ...

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Jan27Ep #118: How to Succeed Your First 10 Years into the Profession with Tess Downing

Ep #118: How to Succeed Your First 10 Years into the Profession with Tess Downing

Tess Downing is the Founder of Complete View Financial based out of San Antonio, TX. She joins the show today to talk about her journey in the financial planning industry, including what she would have done differently if she could do it all over again. If you want to know what it is like to work your way up in a firm over 10 years—and then leave to start your own firm—this episode is one you won’t want to miss! Listen in as Tess shares how she got started, as well as how she secured her ...

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Jan20Ep #117: How to Identify a Solid Firm and Career Opportunity with Jessica Harrington

Ep #117: How to Identify a Solid Firm and Career Opportunity with Jessica Harrington

Jessica Harrington is an Executive Business Coach at Carson Coaching in Dallas, TX. She joins the show today to share her story of becoming interested in financial planning and working as a coach for financial planners, as well as what she has learned throughout her career. If you are starting a new position and are looking for some inside information on how to have success, then you won’t want to miss this episode! Listen in as Jessica divulges the valuable lessons she has learned from her ...

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Jan17Quash Quiet Quitting

Quash Quiet Quitting

You have probably heard the term “Quiet Quitting” by now.  It is seemingly ubiquitous when describing the labor force post-Covid. Quiet quitting, or quitting-in-place, is really a fancy name for a problem that employers have dealt with for centuries: lack of employee engagement. When team members are “quiet quitting”, they are only doing the minimum to collect their salary, and it can be disruptive to any organization by slowing growth and damaging culture. Quiet quitting can take ...

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