Kim Basenback is the Director of Financial Planning at Financial Services Advisory in Rockville, MD. She joins the show today to share how she became interested in financial planning, how she found the financial planning major at Virginia Tech, and how she secured her first position during a global financial crisis. Kim also talks about her career path and how she gained confidence with clients. Listen in as we discuss how she has worked her way up from Associate Planner to Director of ...
Ep #53: From Admin Assistant to CEO with Tina Mistry
Tina Mistry is a Financial Advisor with Portfolio Advisors in Fresno, CA. She joins the show today to share how she found her first job in financial planning while she was still a college student, as well as what she did to progress to become a Lead Advisor and, ultimately, the owner of the firm. She also describes how she passed the CFP exam and gained confidence as a newer planner. Listen in as Tina opens up about the challenges she faced and how she overcame them, plus specific ideas for ...
Ep #51: New College Graduates to Lead Planners in 4 Years with Emily Boyd and Brandon Gutierrez
Emily Boyd and Brandon Gutierrez are Financial Advisors with Browne, Draper & Land Financial Concepts in Dalton, GA. Today they join the show to discuss how they learned about the profession, including what intrigued them to become involved in the industry, what their roles look like day-to-day, and how these tasks have changed as their careers have progressed. If you are in an associate planner role and want to move into a lead planner role, then this episode is for you. Listen in as ...
Ep #18: Finding Success by Failing Then Pivoting with Dave Grant
Dave Grant is the founder of Retirement Matters, a fee-only financial planning firm in Chicago, IL. Dave joins the show today to share his career journey, including how he found financial planning, his experiences in his first position, and why he left the firm to join a larger local competitor. He also opens up about how he handled the career crossroads he was faced with when deciding whether to join another firm or start his own. Listen in as Dave discusses the changes he went through as he ...
Ep #04: Finding Your Right Fit with Tiffany Ritchie and Kyra Morris
Today Kyra Morris and Tiffany Ritchie of Morris Financial Concepts join the show. Kyra and Tiffany work with the rest of their team to serve 250 clients with over $280 million in AUM, and in this episode, they share how having families while running a successful firm has worked for them, as well as the challenges they have faced along the way. Listen in as they explain how they were connected and why Tiffany ultimately chose Kyra’s offer of employment. You will learn the importance of the ...
Ep #03: Career Options for a CFA Charterholder with Mario Nardone
Mario Nardone is a partner at East Bay Financial Services, where he focuses on the investment-related aspects of advisors' planning practices so they can focus on their clients and growing their businesses. Today he joins the show to share how he got into the profession, what made him decide to join an investment company straight out of school, and how he differentiated himself from other candidates from other schools. Listen in as Mario opens up about choosing to pursue the CFA designation, ...