Showing Up: The Key for Successful Hires and Accomplished Careers

Showing Up: The Key for Successful Hires and Accomplished Careers

In this episode, Autumn and Jude go over their own experience with the hiring process, and how other advisors can successfully grow their teams in their own practices. They cover the tips and tricks that made their working relationship successful from the get-go, and the mistakes that many advisors fall into when hiring that can hurt the career progression of their new hire as well as the success of their firm.

Exploring Career Paths and A Better Way to Manage

Exploring Career Paths and A Better Way to Manage

Brent Beene, CFP®, MS and Matt Masterson, CFP®, CPWA®, are both wealth advisors at Regent Atlantic – a financial planning practice in New York. Whether you’re a new planner who is looking to learn more about how to find a firm with cultivated career tracks, or you’re a firm owner who wants to implement a similar system in your own practice – this episode is a must-listen!

Finding Yourself in a New Normal

Finding Yourself in a New Normal

Ian Harvey, CFP(R) shares how important it is to find a firm culture that fits who you are and what you value. He shares his career journey through excellent firms to find the one that was the right fit for him. Ian also outlined how he thinks through working with Millennial clients and how important it is to build a solid business case.