What does it really take to successfully change careers and break into financial planning without starting completely from scratch? In this episode, we sit down with Adam Van Deusen, Financial…
What are financial planners really worth in today's job market? And what does that mean for firms trying to attract and retain top talent? In this episode, I'm joined by Jesse Lineberry to unpack the…
What does it take to go from a college student with a math degree and no financial planning experience to a partner at a wealth management firm? In this episode, Brittany Brinckerhoff shares the…
How can you decide which path is right for you? Today, I'm joined by Lonniece McDonald, an associate wealth advisor at HIGHLAND Financial Advisors. Lonniece opens up about how she discovered financial…
What if the fastest way to build a successful financial planning career isn't going it alone? Victoria O'Tool is Executive Director of the FinServ Foundation and a financial planner at Mercer…
What if the career you're looking for doesn't exist—yet? In this episode, Tiffiny Hubbard, a financial planner at Elwood & Goetz Wealth Advisory, shares her unconventional journey into financial…
What does it take to completely reinvent your career and break into financial planning from an unconventional background? In this episode, Andrew Bencivenga, financial planner at Brindle & Bay Wealth…
How do you go from an intern ordering office supplies to owning your own financial planning firm? Nick Scheibner shares the journey that took him from accidentally discovering financial planning at…
Geof Brown is the CEO of The National Association of Personal Financial Advisors (NAPFA), the nation's leading organization of fee-only comprehensive financial planning professionals. Today he joins…
Today Kyra Morris and Tiffany Ritchie of Morris Financial Concepts join the show. Kyra and Tiffany work with the rest of their team to serve 250 clients with over $280 million in AUM, and in this…
