• Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman

  • Jul 19 2024
  • Length: 32 mins
  • Podcast

Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman By cover art

Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman

Listen for free

View show details

  • Summary

  • Jack Heintzelman is a Financial Planner at Boston Wealth Strategies, and he joins the show today to share how he entered into the financial planning profession. If you're considering a career in financial planning or want to understand the different paths within the industry, this is an episode for you!

    Listen in as Jack shares his journey into the financial planning profession, detailing his experiences with internships at a wirehouse and an RIA, and the pros and cons of each model. He explains how these internships guided his career post-graduation and led him to an independent broker-dealer firm. Jack also discusses why he chose his current firm, how he has advanced his career while obtaining the CFP and appropriate licensing, and offers tips for new planners on growing confidence and bringing in clients.

    You can find show notes and more information by clicking here: https://bit.ly/3Lm5x0Q
    Show more Show less
activate_primeday_promo_in_buybox_DT
Management Economics
Show more Show less

What listeners say about Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available