James White is a Wealth Advisor with Weaver Capital Management based out of Atlanta, GA, and he joins the show today to discuss how he went from a dream of becoming a pro golfer to pursuing a career in financial planning. If you are in a large firm and seeking a more expanded role in a smaller firm, this is an episode for you!

Listen in as James shares how a middle school assignment first sparked his interest in financial markets, how investing and investment management was a passion for him even while he was playing golf full-time, and how he was able to get hired at a financial firm without any prior experience. We also discuss why he left his first firm to join a smaller organization, what he now spends most of his time doing, and how anyone can succeed in the financial planning profession—even without bringing in clients.

What You'll Learn In Today's Episode:

• James’ career path in the financial planning profession. (2:15)
• How he learned what an RIA was. (5:00)
• How he convinced a firm to take a chance on him. (7:30)
• James’ advice for career changers. (14:30)
• What his typical day looks like now. (23:35)
• Advice for new planners. (24:00)

Ideas Worth Sharing:

“I always had a passion for the markets.” - James White Share on X “I know what it takes to manage a lot going on at one time.” - James White Share on X “There’s so much more you can do as a Wealth Management Advisor than just watch stocks. ” - James White Share on X

Resources In Today's Episode:

• James White: LinkedIn

Download your free copy of the New Planner Career Roadmap!

In this roadmap, you'll be guided through the details of various stages of your financial planner career, including position descriptions, licensing, skill and experience level requirements, and compensation ranges.

 

 

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