Taylor Love is a Financial Advisor at Elevant Wealth based out of Twin Falls, ID. He joins the show today to discuss his entrance into the financial planning profession, which, interestingly enough, was not his initial career choice. If you are

Ep #140: Student to Lead Planner in 3 years with Andrew Fincher

Jul 7th, 2023 28m 25s

Andrew Fincher is a Financial Advisor at VLP Financial Advisors based out of Vienna, VA, and he joins the show today to share how he became a financial planner. If you think you are too young or inexperienced to become a lead planner, this is a

Ep #139: How to Succeed as a Square Peg in a Round Hole with Alex Carracedo

Jun 30th, 2023 30m 9s

Alex Carracedo is the Founder of Envision Retirement based out of Phoenix, and he joins the show today to share his story of becoming a Certified Financial Planner and RIA firm owner. If you feel like you are a round peg in a square hole and yo

Ep #138: Transitioning from a Musician in the Military to Financial Planner with Nathan Gale

Jun 23rd, 2023 26m 2s

Nathan Gale is the Founder of Fleur De Lis Financial, and he joins the show today to share his story of transitioning into the financial planning profession after a 17-year career in the military. If you’re struggling to break into the financia

Ep #137: Taking Over the Family Business with No Experience with Taylor Demars

Jun 16th, 2023 31m 40s

Taylor Demars is a financial planner with Mars Financial Group based out of Washington, and he joins the show today to share his path to entering the financial planning profession and being thrust into the position of primary client advisor jus

Ep #136: Leaving a Fee-Only RIA to Start a Financial Coaching Business with Alli Masoero

Jun 9th, 2023 29m 19s

Alli Masoero is the Founder of Money Conscious, and she joins the show today to share her career path, starting from first becoming interested in financial planning to starting her own firm. If you have found yourself questioning your passion f

Ep #135: Sales Assistant to CEO with Deanne Rosso and Chuck Vickery

Jun 2nd, 2023 43m 57s

Deanne Rosso and Chuck Vickery from Elevate Wealth Advisory, based out of Athens, GA, join the show today to discuss the challenges and wins of their successful partnership and buyout. If you dream of buying out your firm’s founder, this is an

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

May 26th, 2023 24m 8s

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 Pla

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

May 19th, 2023 22m 57s

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 Asso

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

May 12th, 2023 28m 40s

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

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

May 5th, 2023 25m 15s

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,

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

Apr 28th, 2023 22m 24s

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 ove

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

Apr 21st, 2023 22m 46s

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 t

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

Apr 14th, 2023 30m 11s

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 i

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

Apr 7th, 2023 27m 6s

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-c

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

Mar 31st, 2023 25m 5s

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

Ep #126: Using Rejection as Motivation with William Thompson

Mar 24th, 2023 24m 11s

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 t

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

Mar 17th, 2023 25m 1s

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

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

Mar 10th, 2023 29m 1s

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 s

Ep #123: Finding the Right Team with Liv Olson

Mar 3rd, 2023 23m 33s

Liv Olson is the Founder of Liv Olson Consulting, based out of Seattle, WA. She helps teams and individuals build lasting capabilities and positive organizational culture that enables people to thrive. If you're looking to join an existing team

Ep #122: Four Years into a New Planner Career with Stephanie Van Albert

Feb 24th, 2023 22m 42s

Stephanie Van Albert is an Associate Advisor at Monaco Advisors based out of New Haven, CT, and she joins the shows today to share how her love of math and problem-solving drew her to a career in financial planning. If you didn’t graduate with

Ep #121: Transitioning from an RIA to a Financial Planning Tech Startup Company with Jordan Haines

Feb 17th, 2023 30m 54s

Jordan Haines is Director of Customer Success with Elements based out of Orem, UT. He joins the show today to talk about his career journey, from first learning about financial planning to working in a financial planning technology company wher

Ep #120: College Football Player to CFP with Michael Branthover

Feb 10th, 2023 27m 52s

Michael Branthover is a Financial Advisor with Day Financial Group based out of Columbia, MD. He joins the show today to share how he went from earning a full-ride scholarship to play football at Virginia Tech to his eventual transition into th

Ep #119: Financial Planner to Wholesaler Back to Financial Planner with Channon Cain

Feb 3rd, 2023 23m 39s

Channon Cain is a Financial Advisor with Raymond James Financial based out of Austin, TX. He joins the show today to walk us through his career boomerang, from starting as a financial advisor right after college to transitioning to a successful

Ep #118: How to Succeed Your First 10 Years into the Profession with Tess Downing

Jan 27th, 2023 25m 55s

Tess Downing is the Founder of Complete View Financial based out of San Antonio, TX. She joins the show today to talk about her journey in the financial planning industry, including what she would have done differently if she could do it all ov