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May03Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett

Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett

Jeff Bramlett is a paraplanner with BDL Advisors based out of Atlanta, GA. He joins the show today to share his journey into financial planning, starting from a pivotal moment in college that led him to switch majors after a chance encounter with a fellow student. If you are looking to learn the business from the ground up, then this is an episode for you! Listen in as Jeff dives into his academic achievements—balancing a near-perfect GPA with part-time work and volunteering—and his advice ...

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Apr26Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy

Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy

Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a growth and marketing strategy consulting business that specializes in wealth management firms. She joins the show today to share her story of how she broke into the wealth management space. If you feel you are too young or inexperienced to succeed as a financial planner, then this episode is for you! Listen in as Kate shares her journey in the field, encompassing diverse roles from accounting to marketing, which exposed her to financial ...

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Apr12Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn

Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn

Colton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're in the wrong channel, this episode is for you! Listen in as Colton narrates his journey, from pivotal internships and positions at insurance and asset management firms to building his own book under an independent RIA. You'll hear about the ...

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Apr05Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker

Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker

Andy Blacker is an Associate Financial Advisor with Delphinus Financial Advisors, and he joins the show today to discuss how he transitioned to the financial planning profession after 10 years in the Marines. If you are in the military and are considering a career change, this is an episode you won’t want to miss! Listen in as Andy talks about his journey from leaving the Marines to embarking on a career in financial planning, as well as the financial adjustments he and his fiancée made to ...

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Mar29Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson

Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson

Heath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help financial advisory firms with strategy and execution so they can continue to scale. If you are concerned that the only thing you can do as a CFP is become a client advisor, this is an episode for you! Listen in as Heath discusses his transition into ...

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Mar22Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker

Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker

Joshua Walker is a Financial Advisor with Wright Planning based in Fishers, IN. He joins the show today to discuss his unconventional path to becoming a financial planner, from being hired into his family business serving dairy farmers—a “temporary” role that ended up lasting 20 years—to discovering his passion for financial planning. If you are struggling to get a firm to take a leap of faith on you, then don't miss this episode! Listen in as Joshua reveals how a single conversation at ...

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Mar15Ep #172: Finding a Fit as a Paraplanner with Joey Covolo

Ep #172: Finding a Fit as a Paraplanner with Joey Covolo

Joey Covolo is a paraplanner with Blue Heron Capital based out of Denver, CO, and he joins the show today to share how he transitioned into the financial planning profession—even though it wasn't initially on his radar. After starting out as a sports journalism major in college, he pivoted to business and used a personal connection to leverage an internship that ultimately set him on the path to becoming a planner. Listen in as Joey opens up about how being raised by a dedicated single mom, ...

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Mar08Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh

Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh

Jason McGarraugh is a Financial Advisor with BentOak Capital based out of Houston, TX, and he joins the show today to share his journey from growing up on a farm to becoming a financial planner. After overcoming academic challenges to excel in graduate school, pass the CFP exam, and succeed in a succession plan with a retiring advisor, Jason's unique path proves that hard work and determination can truly move the needle. Listen in as he opens up about his early introduction to the field ...

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Mar01Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen

Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen

Maria Sotomayor and Drew Friesen are the 2022 and 2023 recipients of the New Planner Recruiting Tuition Reimbursement scholarship, and they join the show today to discuss their respective journeys into the financial planning profession. If you are a new or soon-to-be college graduate, this is an episode you won’t want to miss! Listen in as Maria and Drew discuss their entry into the field, including their educational paths and future aspirations to utilize their degrees to help others. They ...

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Feb23Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel

Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel

Deven Patel is a Financial Advisor at Windsor Wealth Planners and Strategists based out of Gainesville, GA, and he joins the show today to share what he does each day as he splits his time between helping senior planners serve existing clients and building his own book of business. If you are seeking more of a hybrid role where you support an existing set of clients but also bring your own, this is an episode for you! Listen in as Deven shares his journey toward securing a role with a unique ...

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Feb16Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips

Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips

Becca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pursuit of the FPQP designation, you'll get to hear about her journey through networking, certifications, and more. Listen in as Becca opens up about how she overcame feelings of inadequacy to secure ...

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Feb09Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard

Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard

Jen Pritchard is a Lead Financial Advisor with Bannerman Wealth Management Group. She joins the show today to share her progression through the financial planning industry, detailing her experiences with multiple internships, her first job, and the challenges she faced in finding the right fit. If you are struggling to find that sometimes elusive right-fit firm, then this is an episode for you. Listen in as Jen talks about her transition from working in a back office planner role to becoming ...

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