Nov 27, 2020
Anabelle Sanko is a sophomore, CFP Student at Kansas State University and the winner of the inaugural 2020 New Planner Recruiting CFP Tuition Scholarship. Today she joins the show to discuss the family experiences that led her to pursue a career in financial planning, as well as how she balances her full-time student...
Nov 20, 2020
This week Caleb is flying solo behind the mic to bring you some relevant compensation data points on some of the candidates we recently placed. We want to share this with you because there is a shortage of compensation data available in the profession and it will hopefully give you a better understanding of what level...
Nov 13, 2020
Today we have two special guests from Omega Wealth Management: Lisa Kirchenbauer, Founder and President, as well as Jared Jones, Lead Advisor and Director. In this episode, Lisa discusses starting her own firm in 1999 under the broker-dealer model, eventually transitioning to a fee-only RIA so she could provide...
Nov 6, 2020
At just 25 years old, Ben Jacobs is already a Senior Financial Planner at Elwood & Goetz Wealth Advisory, managing several team members and leading the 401(k) retirement planning division for the firm. Today he joins the show to discuss the interview process he went through to get hired at his firm and what helped him...