So often when I hear people talk about financial planning careers, they assume you want to be a lead advisor. Today we have Dennis Moore, who shares his career progression and how he transitioned from a financial planner track to an operations track within his firm.
Dennis also shares great insights on how to approach firm owners pragmatically, like he did to open a separate financial planning arm five hours away so he could pursue his MBA.
There is nothing more valuable to a firm than someone who is wired to be an operations manager or support role be in that position.
There’s a lot that goes on behind the scenes. I think coming out of college and for my first few years in the profession, you really don’t see just all the moving pieces and what all goes into doing this.