Successful Planning

Ep #134: Developing Technical Expertise Plus Leadership and Management Skills with Mark Maurer

Mark Maurer is the President and CEO of LLIS, an insurance brokerage and consulting firm that was founded to be a resource and advisor to fee-only financial advisors and their clients. If you are interested in becoming a Certified Financial Planner but don’t see yourself as a lead planner, then this is an episode for you! Listen in as Mark shares his unexpected journey in the financial planning profession, starting with a phone call from a family member, and leaving his previous career to join ...

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May19

Ep #133: Transitioning from Virtual to In-Person Back to Virtual with Kevin Dunford

Kevin Dunford is an Associate Financial Advisor at Switchpoint Financial Planning, and he stops by the show to share his story of pivoting to financial planning from his dream of being an ophthalmologist. If you are looking for a great fit Associate Planner position, this is an episode for you! Listen in as Kevin shares the events that led him to switch his major and explore career paths outside of ophthalmology, how his interest in financial planning was sparked, and how his undergraduate ...

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May12

Ep #132: Transitioning from Big Tech to Financial Planning with Ariana Alisjahbana

Ariana Alisjahbana is an Associate Advisor at North Berkeley Wealth Management, and she stops by the show today to share her story of transitioning to financial planning after five years in marketing roles in big tech companies. If you are in a big tech firm and seeking to make a change to financial planning, then this is an episode for you! Tune in to hear Ariana share the pivotal moment when she decided to pursue financial planning full-time, why big tech wasn't fulfilling for her, and how she ...

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May05

Ep #131: Financial Counselor to RIA Firm Owner with Liz Plot

Today I'm joined by Liz Plot, the Founder of Primas Financial Planning. After spending 10 years as a financial coach for members of the military, Liz made the decision to start her own firm. If you think you might be an accidental entrepreneur, this is an episode you won’t want to miss! Listen in as we discuss the differences between financial planning, financial coaching, and financial counseling, as well as the struggle that Liz had being rejected by employers early on due to her need for a ...

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Apr28

Special Episode: Overview of the New Financial Planning Externship Program with Hannah Moore

Hannah Moore is the owner of Guiding Wealth, a financial planning firm based out of Dallas, TX. Also the creator and facilitator of the Financial Planning Externship Program, Hannah joins the show today to talk about what she has been up to over the last 2 years. If you're interested in participating in the Externship program, be sure to listen in and sign up today! Join us as Hannah talks about the Externship program, sharing exciting updates for its fourth year. She also provides details on ...

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Apr21

Ep #130: Developing a Career as a Paraplanner with Alex Hopkin

Alex Hopkin is the Founder of Simply Paraplanner, an online job board that connects virtual paraplanners with firms seeking virtual hires nationwide. If you are seeking a virtual paraplanner role, this is an episode for you! Listen in as Alex talks us through her path to becoming a financial planner, starting with the scholarship she received and the challenges she faced as a military spouse seeking a virtual position in a field that had few options for remote work. You'll learn about her online ...

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Apr14

Ep #129: Moving from Fee Only RIA to the Charitable Giving Dept at a University with Ryan Rasmussen

Ryan Rasmussen is a Trust and Estates Coordinator for the University of Georgia, and he joins the shows today to share his story of how he became a financial planner. If you are seeking a career path outside of one of the main points of entry into the profession, this is an episode you won’t want to miss! Listen in as Ryan shares his career journey, from his start in the Certified Financial Planner (CFP) program to his current role as an academic financial counselor at the University of Georgia. ...

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Apr07

Ep #128: Transitioning from a Wirehouse to an RIA with Patrick Yaghoobians

Patrick Yaghoobians is an Associate Advisor at Horst & Graben Wealth Management, and he stops by the show today to share his story of becoming a financial planner. If you are in the wirehouse channel but desire a more independent and planning-centric approach, this is an episode for you! Listen in as Patrick opens up about his journey to becoming a financial planner, from his earliest memory of money when his parents immigrated from Canada to what eventually led him to pursue a career in ...

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Mar31

Ep #127: Finding Another Right Fit after Your Right Fit Firm Gets Acquired with Tom Rasmussen

Tom Rasmussen is a Financial Advisor at BlueSky Wealth Advisors, and he joins the show today to discuss how he fell into his career as a financial planner and why he left a great fit firm after they were acquired. If your firm has been acquired and is no longer a good fit for you, you won’t want to miss this episode! Listen in as Tom shares his journey of how he stumbled upon his career by luck through his academic advisor, how he landed his first job at a large financial services firm while ...

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Mar24

Ep #126: Using Rejection as Motivation with William Thompson

William Thompson is a Financial Planner at Valor Wealth Partners, and he joins the show today to discuss his career journey from loan officer to financial planner. If you are thinking of giving up because you are struggling to get an employer to say “yes” to you, this is an episode you won’t want to miss! Listen in as William shares his journey from starting as a loan officer in a credit union to becoming a Client Services Associate for a wirehouse, as well as how he pursued the CFP but ...

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Mar17

Ep #125: Two Months into A Financial Planner Career with Antonio Montes De Oca Jr

Antonio Montes De Oca Jr is a Financial Analyst at Rock House Financial based out of Farmington, UT, and he joins the show today to discuss how family stress around money growing up prompted him to pursue a career as a financial planner. If you are graduating from a CFP program and want to know how to find a great fit and add value right out of the gate, this is an episode you won’t want to miss! Listen in as Antonio shares his journey into the world of financial planning, how he decided which ...

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Mar10

Ep #124: Financial Coach in a Property and Casualty Insurance Company to an Associate Planner in an RIA with Eric Joynt

Eric Joynt is an Associate Financial Planner at Prospettiva Financial, and he joins the show today to talk about how he became interested in investing and financial planning while in college. If you are in a different channel within financial services and want to transition to an RIA firm, this is an episode you won’t want to miss! Listen in as Eric shares how he started his career with a property and casualty-focused organization, as well as how he moved up the career ladder. You'll hear about ...

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