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Sep06Ep #194: Leaving a Partner Position to Relocate and Start Over with Bryan Hasling

Ep #194: Leaving a Partner Position to Relocate and Start Over with Bryan Hasling

Bryan Hasling is a Financial Planner at Modern Financial Planning and a returning guest on the show! He's back today to give us an update on his last four years and his growth metrics after one year in his new firm, including client acquisition, target clients, fee structure, and overhead sharing. If you're interested in learning how to navigate career transitions, grow within established firms, and build a successful financial planning practice, this episode is for you. Listen in as Bryan ...

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Aug23Ep #193: Mastering Advisor Video Marketing with Katie Braden

Ep #193: Mastering Advisor Video Marketing with Katie Braden

Katie Braden is the Founder of Advisor Video Marketing, and she joins the show today to share how she entered the financial planning industry after graduating with a degree in photography. If you're interested in blending creativity with financial planning or exploring how to effectively use video marketing in your business, this episode is for you! Listen in as Katie shares how she transitioned into the financial planning industry after earning a degree in photography, joining a family-owned ...

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Aug16Ep #192: Getting Hired and Finding the Right Fit with Katie Calagui

Ep #192: Getting Hired and Finding the Right Fit with Katie Calagui

Katie Calagui is the Founder of Katie Calagui Consulting, and she joins the show today to talk about how she got started in financial planning. If you're interested in understanding the dynamics of the financial planning profession and how to excel in it, this episode is for you! Listen in as Katie shares how she got started in financial planning, helped start her father’s business, and developed an interest in practice management. She discusses the biggest mistakes made by both firms and ...

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Aug09Ep #191: Developing a Niche and Gaining Clients with Kristen Luke

Ep #191: Developing a Niche and Gaining Clients with Kristen Luke

Kristen Luke is the President of Kaleido Creative Studio, a marketing firm that specializes in financial advisory firms, and she joins the show today to share how she found her way into the financial advisory niche. If you're interested in effective marketing strategies tailored for financial advisors or starting your own firm, this episode is for you! Listen in as Kristen shares why she started her own firm, some best practices for firms trying to obtain clients, and some of the biggest ...

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Aug02Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji

Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji

Keturah Orji is a paraplanner at SeedSafe Financial and a three-time Olympian who is competing today in Paris. She joins the show today to discuss not only her financial planning journey, but also her athletic journey. If you're interested in balancing multiple passions and achieving excellence in diverse fields, this is an episode for you! Listen in as Keturah shares her dual journey in financial planning and athletics, revealing how her early recognition of athletic ability has led her to ...

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Jul26Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp

Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp

Daniel Kopp is the Founder of Wise Stewardship Financial Planning, and he joins the show today to share how he became interested in financial planning. If you're curious about transitioning from a military career to financial planning or starting your own firm, this is an episode for you!  Listen in as Daniel shares how he became interested in financial planning, his journey in the military, and how he eventually opened his own firm to help other military members with their financial ...

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Jul19Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman

Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman

Jack Heintzelman is a Financial Planner at Boston Wealth Strategies, and he joins the show today to share how he entered into the financial planning profession. If you're considering a career in financial planning or want to understand the different paths within the industry, this is the episode for you! Listen in as Jack shares his journey into the financial planning profession, detailing his experiences with internships at a wirehouse and an RIA, and the pros and cons of each model. He ...

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Jul12Ep #188: Joining and Integrating Into a Sole Proprietorship as a New College Graduate with Donald Capone and John Kvale

Ep #188: Joining and Integrating Into a Sole Proprietorship as a New College Graduate with Donald Capone and John Kvale

Donald Capone and John Kvale are with JK Financial based out of Dallas, TX. They join the show today to share how they got started in the financial planning profession, became partners, and have worked together successfully for the last 22 years. If you're interested in building a lasting partnership in financial planning or understanding the dynamics of a successful long-term business relationship, this is an episode for you! Listen in as Donald talks about how financial planning wasn’t ...

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Jul05Ep #187: Earning Partnership After 5 Years with Adam Van Wert

Ep #187: Earning Partnership After 5 Years with Adam Van Wert

Adam Van Wert is a Financial Planner with JF Williams Company based in Denver, CO. He joins the show today to discuss his path into the financial planning profession and his career growth so far. If you're considering a career in financial planning or aiming to become a firm owner, this is an episode for you! Listen in as Adam shares how he became interested in financial planning during high school, influenced by a mentor and local financial planner. He discusses securing his first position ...

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Jun28Ep #186: 4 Years into a Financial Planner Career with Allison Doty

Ep #186: 4 Years into a Financial Planner Career with Allison Doty

Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for you! Listen in as Allison shares how one financial planning class transitioned her from her marketing major and her process of finding the right fit ...

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Jun21Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani

Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani

Nina Kamrani is an Associate Wealth Advisor at Monumental Financial Planning based out of Washington, D.C. She stops by the show today to discuss how she transitioned from a successful career with a large retailer to an entry-level financial planner role. If you are considering a career change from corporate America to financial planning, this is an episode for you! Listen in as Nina shares how she got hired by Target (where she learned to handle difficult conversations, motivate her team, ...

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Jun14Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro

Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro

Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you! Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only ...

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