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.

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 financial planning profession then this is an episode for you!

Listen in as Nathan shares his journey into financial planning, discussing his education, early experiences, and why transitioning careers was the right move for him. He opens up about the trials of landing entry-level, part-time virtual work, revealing his persistence through 100+ job applications, the rejection he faced, and the strategy that ultimately led to his first successful hire. We also shed light on the challenges and rewards of working for multiple firms virtually, how Nathan brings value to his employers, and the circumstances that compelled him to establish his own firm before hiring a new planner.

You can find show notes and more information by clicking here: bit.ly/43XXY7O

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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 just a year into his tenure. If you’re a new planner being pushed out of your comfort zone then this is an episode for you!

Listen in as Taylor shares why he joined his grandfather’s family-owned financial planning business, how he became the primary client advisor a year into his time there, and how he managed the client load while getting up to speed in the business. We also discuss the challenges and fears that Taylor faced and how he overcame them, how he developed his leadership skills, and tips for new planners dealing with uncertainties and stepping out of their comfort zones.

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

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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 for serving high-net-worth clients and are considering a different path, this is an episode for you!

Listen in as Alli shares the sequence of events that led her to shift her focus from majoring in mathematics to financial planning despite the disapproval from her parents, how she found her first mentor, and how that mentor led to a job offer. We also discuss how she was inspired to start a new venture blending her twin passions of financial coaching and planning, the operational details of her firm, and valuable advice for those new to the field of financial planning.

You can find show notes and more information by clicking here: https://bit.ly/43etuyG

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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 episode you won’t want to miss!

Listen in as Deanne and Chuck take us on a journey through their partnership in financial planning, starting with Deanne’s beginnings in the field, how she and Chuck met, why she decided to join Chuck’s team (despite more lucrative offers), and how she was able to bring value to the table while carving her own path. Chuck also shares why he believed that Deanne would be a good fit for his firm, how Deanne built trust with him and their clients, the economics behind Deanne purchasing the business, and the ups and downs they have faced in their partnership journey.

You can find show notes and more information by clicking here: https://bit.ly/41H97IA

See omnystudio.com/listener for privacy information.

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 the family business and eventually become the succession plan. We also discuss the challenges and rewards Mark faced leading his own parents, how he worked his way up from reviewing disability policies to becoming a subject matter expert in insurance lines, and insights on AI's impact on the insurance industry and financial planning.

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

See omnystudio.com/listener for privacy information.