Alex Jenkins is the Vice President, Relationship Director, and Investment Specialist with Avantis Investors based out of Charlotte, NC. He joins the show today to discuss his career path from engineering to finance and what it’s like in an institutional money management firm structure. Listen in as Alex shares what first got him interested in the profession and why he changed his focus from engineering to finance. You'll learn why the decision to move across the country for a new role helped to ...
Ep #38: Joining a New Firm to Making Partner in 5 Years with Kelly Stanley
Kelly Stanley is a Partner and Fiduciary Wealth Manager at Cogent Strategic Wealth, a firm based out of Chicago, IL that manages $200 million in AUM for 70 client families. She joins the show today to share her inspiring story and how she became a partner at her firm in just 5 years. Listen in as Kelly details her career trajectory, from first being interested in financial planning as a child to securing her first position at a broker-dealer firm and eventually earning the partner role in a ...
Ep #37: Providing Financial Planning Support in a Broker Dealer Home Office Role with Dan Yergan
Dan Yergan is an associate financial planner with Valmark Securities in Akron, OH. Beginning in college with a corporate finance major before transitioning to personal financial planning and securing himself a fantastic internship opportunity, Dan has had an ambitious foray into the world of financial planning. He's a great example of what can happen when you’re pursuing your passion and not afraid to take risks. Listen in as Dan discusses his path to financial planning, including why he chose ...
Ep #35: From New Planner to Partner in 7 Years with Ben Peters
Ben Peters is a Partner and Chief Compliance Officer with Burton Enright Welch, a wealth management firm based out of Walnut Creek, CA. Ben initially started his career as an attorney, but he left that role to pursue a career in financial planning—despite having some misconceptions about the profession. Listen in as Ben shares the strategies he used to pivot from attorney to financial planner, including the strategies he used to network, how he was hired by a firm without any prior financial ...
Ep #32: Securing Clients as a New Planner with Taylor Schulte
Taylor Schulte is the Founder and CEO of Define Financial, a financial planning firm in San Diego, CA. In this episode, he walks us through his career journey from what piqued his interest in finance, to joining a large wirehouse right out of college where he pulled together $15-million in AUM by the time he left. Listen in as he shares the catalyst for his transition to the independent RIA space, how he developed a niche as an out-of-the-box marketing thinker, and how dealing in that niche ...
Ep #24: Moving Across the Country to Get the Job of Your Dreams with Coleburn Spence
Coleburn Spence is a financial advisor at Soundview Advisors in Seattle, Washington, and he joins the show today to share what ignited his passion for financial planning at the young age of 15. He also opens up about why he chose to attend a university that had a CFP program—but not declare financial planning as his major right away—and how he pivoted when he was striking out in the two job markets he had targeted prior to graduation to find his first firm. Listen in to learn what criteria ...
SPECIAL EPISODE: How to Pass the CFP Exam with Deanda Wilson, Brooke Cantrell, and Sean Gold
Today we are joined by three special guests—Deanda Wilson, Brooke Cantrell, and Sean Gold—who all recently passed the CFP examination. In this episode, they will each describe their own unique path to passing the exam the first time, describing in detail their exact study plan approaches and daily schedules. They will also explain the pros and cons of the review provider vendor they used and how much time it ultimately took to receive their passing results. Listen in as they share what ...
Ep #22: Overview of the Jumpstart Community for Financial Professionals with Dominique Henderson
Dominique Henderson is the Founder of DJH Capital Management, a fee-only RIA, and The Founder of the Jumpstart Coaching Lab, a community for aspiring financial professionals offering virtual mentorship, training, and coaching. He joins the show today to discuss how his exposure to a diversity of cultures early on in his life paid substantial dividends for him as he began his career and building his firm. Listen in as he explains why he left a position that was paying him close to $300k per ...
Ep #16: Transitioning from a Wirehouse to an RIA with Hallie Kraus
Hallie Kraus is a financial planner with The Humphreys Group in San Francisco, CA. Today she joins the show to share how she was introduced to financial planning through a credit counseling position and what made her want to get into the profession, as well as why the wirehouse channel was top of mind for her when looking for a position and why she ultimately left the wirehouse channel for the fee-only RIA channel. Listen in as Hallie explains how she found a perfect fit at a small boutique ...
Ep #14: A Career in Operations as a CFP with Dennis Moore
Dennis Moore is the COO with Quest Capital Management in Dallas, Texas, and 2021 President-Elect of the Financial Planning Association. Dennis joins the show today to discuss why he pursued a career in financial planning, how he found his internship and first full-time job after graduating from a CFP program, and tips for effectively making the transition from student to professional. Listen in as he opens up about why he pivoted away from being a full-time client-facing advisor to pursue an ...
Ep #12: How to Deliver Results Beyond Years of Experience with Casey Bear and Logan Ross
Today we have two special guests joining the show from Cranbrook Wealth in Bloomfield Hills, Michigan: Casey Bear, CEO, and Logan Ross, Advisor. Casey and Logan work with three other colleagues to manage $800 million for 225 clients, and they are here to share their individual journeys in becoming important members of the Cranbrook team. Listen as Casey discusses how he was hired into the firm as an advanced planning analyst with no experience—and then got promoted to CEO at just 31 years ...
Ep #11: Finding Your True Passion In Financial Planning with Mary Carlson
Mary Carlson is a speaker, author, professor, and blogger for Chief Financial Mom. Today Mary joins the show to share why she pursued a career in financial planning, as well as why she thinks it is the perfect career for working mothers. She also opens up about her education progression, explaining why she pursued a Ph.D. and how she fell in love with the financial counseling aspect of financial planning. Listen in as she gives examples of how she had to hustle to get her start in politics ...