Feb 25, 2022
Jason Black is a Financial Advisor, and Lee Strongwater is a Senior Advisor and Partner, both at Colorado Capital Management in Boulder, CO. Jason and Lee join the show today to share their individual career journeys, including how they got started in the industry and the pivots they've made along the way.
Listen in as...
Feb 18, 2022
Nate Nassif is a Talent Management Consultant with a specialty in organizational design, career development, diversity and inclusion, performance measurement, and employee life cycle management. He joins the show today to share his perspective on hiring, culture, and leadership within a large RIA firm.
Listen in as Nate...
Feb 11, 2022
Jayla Blakemore is an Account Executive at New Planner Recruiting, and she joins the show today to talk about how she made her way into financial planning at the University of Georgia—and eventually found her way to my team. If you're in a CFP program and are looking at alternative career paths outside of the lead...
Feb 4, 2022
Paul Brown is the Founder of Clearstone Wealth Management and Clearstone Business Advisors based out of Spokane, WA. He helps clients manage and grow their entire net worth through comprehensive and strategic financial planning, and he has helped me immensely with my own business over the years!
Listen in as Paul shares...