New Planner

Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu

Prudence Zhu is the Founder and CEO of Enso Financial. She joins the show today to share her transition from Corporate America to financial planning, including the challenges of building her business over the past two years while raising two small children. If you're interested in transitioning to financial planning, starting your own firm, or balancing entrepreneurship with family life, this episode is for you! Listen in as Prudence opens up about how she discovered financial planning, as ...

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Mar07

Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll

Today we are joined by Jessie Doll, Co-Founder of ReFrame Wealth, and Malee Turner, an associate advisor there. They both join the show to share their respective career paths, including Jessie’s journey from a decade in banking to starting her own firm and Malee’s decision to begin her career at a smaller firm after graduating from a CFP program. If you're interested in navigating career transitions, growing in your role as a new planner, or learning how to build a successful advisor-client ...

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Feb14

Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith

My guests today are Edward Smith, President of Valor Wealth Partners, and Zubin Kapur, a financial planner at the firm. They join the show to share their financial planning career journeys, including both of their perspectives on the hiring process for Zubin. If you're interested in learning how to navigate career transitions, grow a financial planning firm, or stand out as a strong job candidate, this episode is for you! Listen in to hear about Ed’s experience working in various financial ...

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Feb07

Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle

Michael Pyle is a Financial Planner at Challenge Everything Financial, and he joins the show today to share his career journey from working in sales to starting his own financial planning firm. If you're interested in transitioning to financial planning, navigating the challenges of entrepreneurship, or building a firm while balancing family life, this episode is for you! Listen in as Michael shares how his initial success in sales led him to pursue a career in financial planning, balancing a ...

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Jan31

Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett

Jill Barnett is the Founder and Principal of Valley Consulting Partners. She joins the show today to share how she helps wealth management firms navigate human resources issues, compensation, hiring strategy, and workforce training. If you're interested in tackling HR challenges, enhancing workplace dynamics, or preparing for the future of the financial planning profession, this episode is for you! Listen in as Jill shares how her background in psychology led her to consulting for wealth ...

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Jan24

Ep #214: Engineer to Certified Financial Planner with Justin Rice

Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills, this episode is for you! Listen in as Justin shares how conversations with colleagues during his PhD program sparked his realization that many ...

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Jan17

Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil

Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, building a financial planning firm from scratch, or learning from the challenges of firm mergers and relaunches, this episode is for you! Listen in as ...

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Jan10

Ep #212: Passing the CFP Exam with Brett Danko

Brett Danko is the president of the Financial Planning Resource Center and managing partner of Main Street Financial Solutions. He joins the show today to share how his interest in financial planning has helped him build two successful companies. If you're interested in building a career in financial planning, passing the CFP exam, or learning tips from an experienced educator, this episode is for you! Listen in as Brett shares what sparked his interest in financial planning, how he entered ...

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Jan03

Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley

Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career challenges, build a financial planning firm from scratch, or start your own business, this episode is for you! Listen in as Jeremy recounts launching ...

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Dec27

Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh

Kirsten Ashbaugh is the Director of Sales at Wilkinson Wealth Management, and she joins the show today to share her career journey into financial planning. If you're interested in navigating a career change, using networking to land your first role, or building a successful path in financial planning, this episode is for you! Listen in as Kirsten shares how her career began at an intelligence agency before a career coach steered her toward financial planning, leading her to use informational ...

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Dec06

Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde

Foster Hyde is a Senior Financial Advisor at the Welch Group based out of Alabama. He joins the show today to share his career journey, from law school to financial planning. If you're interested in learning how to navigate career pivots, overcome setbacks, and build a successful career in financial planning, this episode is for you! Listen in as Foster recounts how his dream job fell through after college, how he found another position that eventually helped him secure his ideal role, and ...

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Nov29

Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen

Augustus Christensen is the Founder and CEO of Scoops, and he joins the show today to share how he got into wealth management. If you're interested in the journey from finance to entrepreneurship, learning how to leverage early career experiences, or exploring ways to make financial literacy more accessible, this episode is for you! Listen in as Augustus shares his college journey, from creating and selling an app to working at the largest student-run credit union at Georgetown University. He ...

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