financial advisor career path Archives

Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson

What does it really take to grow through every stage of a financial planning career—from intern to advisor, from small firm to large firm, and back again? In this episode, Brooke Jackson, an advisor at Painted Porch Advisors, shares her 11-year journey in the profession and the lessons learned through every transition. Brooke walks through how she discovered financial planning at Texas Tech, what drew her into the profession, and how early mentorship shaped her foundation. She also shares ...

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May22

Ep #280: Lifelong Educator and Financial Planner with Gary Clement

What does it really take to build a successful financial planning career, and how much of it comes down to education, persistence, and understanding human behavior? In this episode, Gary Clement shares his unconventional journey from a math major with an interest in investments to an experienced financial planner, educator, and PhD holder. He walks through his early days in the industry, the lessons learned from working in high-pressure sales environments, and the pivotal experiences that shaped ...

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May01

Ep #277: RIA to AI Startup with Brian Abatemarco

Could your strengths lie outside the traditional advisor path? My guest today is Brian Abatemarco, who navigated his career from financial planning into sales, and ultimately into the world of AI startups. From managing clients early in his career to discovering a passion for business development, Brian shares how leaning into your natural strengths can completely reshape your trajectory. Listen in to learn how AI is actually being used inside advisory firms today (and why it’s not replacing ...

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Mar20

Ep #272: Building a Practice Working with School District Employees with Landon Warmund

How do you build confidence and a successful advisory business when you’re just starting in financial planning? In this episode, financial planner Landon Warmund shares his journey into the profession, from growing up with a father who was a financial planner to developing his own path in the industry. You’ll learn how an early curiosity about money, a chance discovery of a CFP program in college, and a willingness to put in the reps helped Landon begin building his own client base shortly after ...

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Feb20

Ep #268: Setting Yourself Apart as a CFP Student with Brennon Holleb

Brennon Holleb is a Financial Planning and Wealth Management student at Virginia Tech, and he joins the show today to share why he chose to pursue a career in financial planning. If you're interested in how to intentionally prepare for a financial planning career from the very beginning, or what top students are doing to stand out in today's competitive hiring landscape, this episode is for you! Listen in as Brennon shares how his grandparents introduced him to saving, investing, and the ...

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Feb21

Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee

What happens when the traditional career path doesn’t feel right? In this episode, Dan Tobias and Chris Lee of Passport Wealth Management share their unconventional journeys into financial planning—both growing up around the industry, initially rejecting it, and eventually realizing it was the right path for them. If you’re interested in career growth, mentorship, or finding the right fit in financial planning, this conversation is one you won't want to miss! Listen in as Dan explains why he ...

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