Jason McGarraugh is a Financial Advisor with BentOak Capital based out of Houston, TX, and he joins the show today to share his journey from growing up on a farm to becoming a financial planner. After overcoming academic challenges to excel in graduate school, pass the CFP exam, and succeed in a succession plan with a retiring advisor, Jason's unique path proves that hard work and determination can truly move the needle. Listen in as he opens up about his early introduction to the field ...
Search Results for: expectations
How to Prove You are Ready for a Promotion
One of the biggest motivators for candidates seeking a new position is the opportunity for upward mobility within the firm. In our latest career satisfaction survey, we asked candidates how soon new planners expect to be promoted to a lead advisor and over 47% of Gen Z interviewees expect to be promoted in the first three years. What superiors look for when determining if you are ready for a promotion, is if you are already doing the job and how much of the job you are already ...
Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips
Becca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pursuit of the FPQP designation, you'll get to hear about her journey through networking, certifications, and more. Listen in as Becca opens up about how she overcame feelings of inadequacy to secure ...
How to Reduce Your Hiring Headaches Part 2
In last month’s article, we shared some of our thoughts on the 2024 labor market and hiring outlook plus a few tips on how to avoid certain frustrations when hiring new talent for your firm. This month we will conclude our two-part series with three more tips to consider when hiring. Headache #3 - ‘I can't find anyone who is good enough for my firm’ Potential headache hack - Double-check your description to make sure your expectations aren't too high. I have firm owners all the ...
Special Episode: Finding Your Path – The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown
Today, we welcome back Jesse Lineberry to interview Caleb on his new book, Finding your Path: The Roadmap from Student to Successful Financial Planner. If you are looking to excel in the financial planning field, this is an episode you won’t want to miss! Listen in as we dive into the purpose behind the book, how to navigate the profession, and the various career paths that are available. We also discuss how to avoid common pitfalls, making this a valuable episode for both fresh graduates and ...
When is the Optimal Time to Start Your Job Search?
We have discussed in previous podcast episodes, videos, books, and blogs how to find a job, how to interview, or how to create the perfect resume. But when should you begin looking for a job? How early should you begin your outreach? How do you know if you are doing enough to find your dream job? And is it ever too early to accept an offer? Many candidates accept the first offer extended to them due to “FOMO” or the “fear of missing out”. It’s imperative that you perform an honest ...
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, ...
When is it Time to Promote?
For growing firms, the end of a year is a time to reflect on goals and challenges from the previous year. It can also be a great time to promote people on your team who are performing exceptionally, so they can start the new year off in the right position and mindset. This month, we will look at how to identify candidates due for promotion. Here are three signs to look for: They are already taking it to the next level. This one is straightforward and can easily be evaluated by comparing ...
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 ...
Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence
Victoria Lawrence is an Associate Financial Planner with Morris Financial Concepts in Charleston, SC. She joins the show today to share her unique journey from aspiring investment banker to financial planner, including how she entered the financial planning profession. If you are seeking to get hired into a financial planning firm without a financial planning degree, this is an episode for you! Drawing from her rich experiences growing up in Hong Kong, Victoria opens up about the process of ...
IS YOUR INTERVIEW PROCESS TOO LENGTHY?
Everyone who follows these articles knows that our approach is to be as thorough and precise as possible when it comes to candidate selection. At what point, though, does a hiring process become too lengthy and a deterrent for job seekers? Since, the current demand for new planners is high and supply is small, the obvious downside is that the longer a firm drags out the interview process the increased likelihood the candidate will accept an offer from a competing firm. In this month’s article, ...
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 ...