advisor development Archives - New Planner Recruiting

Ep #265: Middle School Teacher to CFP with David Tenerelli

David Tenerelli is a financial advisor at Values Added Financial, and he joins the show today to share his transition from middle school band director to a career in financial planning. You’ll hear about his pivotal decision to leave after 10 years for a new opportunity, why—despite his experience—he chose not to start his own firm, and what ultimately shaped his path forward. Listen in as David talks about how he discovered his passion for personal finance early on, yet initially dismissed ...

Ep #234: Finding the Right Fit and Working as an Ensemble Firm with Michelle Gass and Kathleen Hood

Today we are joined by two guests from Paradigm Advisors: Michelle Gass, Partner, and Kathleen Hood, Associate Financial Advisor. They both open up about how their career journeys brought them into financial planning, as well as how they’ve successfully collaborated and navigated imposter syndrome while growing the business. If you're interested in finding the right career fit or building strong team dynamics, this episode is for you! Listen in as Kathleen shares how she got her start in ...

Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli

Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous jobs, or gain confidence in business development, this episode is for you! Listen in as Mike shares why he chose financial planning over accounting, ...

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