Successful Planning

Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin

Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she ...

Read more +

May09

Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss

Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this episode is for you! Listen in as Brent shares how a canceled personal finance course during his final semester led him to independently research ...

Read more +

Apr11

Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski

Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the hiring process from both the employer and candidate perspectives, this episode is for you! Listen in as Mallory and Felix share their unique ...

Read more +

Apr04

Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore

What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, and the valuable experience it offers aspiring financial planners. Listen in to hear what’s new for the 2025 Externship, as well as exciting ...

Read more +

Mar28

Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis

Steven Jarvis is the CEO of Retirement Tax Services, and he joins the show today to share why he opted for a career in accounting and tax preparation instead of financial planning. If you're interested in improving tax planning within your advisory firm, bridging the gap between financial planning and tax strategy, or learning how to add more value to clients through tax expertise, this episode is for you! Listen in as Steven shares his career journey from working at a Big Four firm to ...

Read more +

Mar14

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 ...

Read more +

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 ...

Read more +

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 ...

Read more +

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 ...

Read more +

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 ...

Read more +

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 ...

Read more +

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 ...

Read more +

View Older Posts

Podcast

Follow us