Ep #88: Exhibiting Passion, Determination, and Grit to Get Hired with Jake Smail

Jake Smail is a Financial Planning Associate at Demming Financial Services based out of Cleveland, OH. He joins the show today to discuss his entry into the financial planning profession, including the approach he took when trying to get hired in early 2020 during the beginning of the pandemic. If you are a middle-of-the-pack job seeker and want to have success in financial planning, this is an episode you won’t want to miss.

Take a listen as Jake shares how his experiences have helped him succeed in his career, as well as why his current firm is a good fit for him. We also talk about what he did to improve his chances of getting hired in a competitive environment and success tips for new planners as they progress through their educational program.

What You'll Learn In Today's Episode:

What Jake does as a Financial Planning Associate. (1:50)
The structure of Demming Financial Services. (5:15)
What initially got Jake interested in financial planning. (8:30)
Why he had his heart set on going fee-only and why Demming was the right fit for him. (13:55)
What Jake loves most about his job. (20:00)
How his previous sales experience set him up for success in the financial planning industry. (23:40)
How he convinced Demming to take a chance on him. (25:00)
Jake’s advice for new planners. (28:30)

Ideas Worth Sharing:

“If you’re still interviewing, don’t be humble.” - Jake Smail Share on X “If you are looking for a job now, you are in the perfect market. The earning potential really is untapped.” - Jake Smail Share on X “The fun part of this is being able to be in people’s lives long-term.” - Jake Smail Share on X

Resources In Today's Episode:

Jake Smail: LinkedIn
Demming Financial Services

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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.