Debbie Grose, CFP®, Chief Operating Officer of Lake Tahoe Wealth Management, is a dynamic woman in the world of financial planning. She’s passionate about mentorship, and has often led the charge when it comes to guiding new planners through successful careers. In this episode, Debbie is going over how her experience with succession planning went, what she would have done differently, and how new planners can start conversations around ownership in their own firm.
Too often, we focus on how people can break out and start their own firms, or pave their own way in this profession. Celebrating being content building your own career path within an existing firm – and it shouldn’t! Ginnie Baker tells us all about building a career path within a practice, and why she’s happy with the work she’s doing.
Jen Pritchard had no idea that virtual paraplanning work was an option until she graduated college. Now, three years later, she works as a successful, full-time virtual paraplanner and operations consultant – and is thriving in her role!
This week on the #YAFPNW podcast we re-air Caleb Brown’s interview about how new planners can launch their career! Because Caleb has experience in the financial planning world, he understands what the new planners are going through when job hunting.
This week Matt Fizell joins us from Middleton, Wisconsin. Matt is only a few years into the profession and working with a CFP® there in Wisconsin. Together, we walk through Matt’s career decisions, and how he sees his path as a financial planner unfolding.
Caleb Brown, MBA, CFP® has great insights into what you can do to set yourself apart from other applicants or excel at your job. If you want to get to the elite status, this is definitely a must-listen podcast!