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 nervous about taking on client relationships by yourself, this is an episode for you!

Listen in as Taylor unfolds his intriguing journey into the financial planning profession, from it not being his initial career choice to securing internships and learning from school alumni. He also reveals his struggle to pass the series 65 exam, his decision to join the firm where he interned, and how he is gearing up to manage some of the less complex clients—all while sharing nuggets of motivation. You'll also hear the toughest challenges faced by new planners and valuable tips for those just starting out.

You can find show notes and more information by clicking here: bit.ly/3PNEOOa

See omnystudio.com/listener for privacy information.

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 an episode for you!

Listen in as Andrew shares his journey from accounting major to successful financial planner, and how overcoming career obstacles during the COVID-19 pandemic led him to become the trusted lead advisor for 40 clients at his current firm—all at the age of 25. We also discuss Andrew’s passion for financial planning education, insights on how to engage more high school and college students in the field, and valuable tips for new planners.

You can find show notes and more information by clicking here: bit.ly/447UiB5

See omnystudio.com/listener for privacy information.

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 your career is not where you want it to be, this is an episode you won’t want to miss!

In this episode, Alex shares his journey from childhood lessons in personal finance to earning his CFP designation and entering the world of financial planning, leveraging his network to land all five of his positions before finding his entrepreneurial calling. We discuss how he strategically targeted the 401k plan market, how he wooed a client with only a $1,500 account to invest, the dynamics of his first-year clientele, and the evolution of his client portfolio. Alex also unveils his planning process, fee structure, the reasons for parting ways with his broker dealer, and offers words of wisdom to budding planners navigating the early stages of their careers.

You can find show notes and more information by clicking here: bit.ly/3Jey5ZC

See omnystudio.com/listener for privacy information.