Nov 25, 2022
Abby Bennett is the Director of Financial Planning and Bret Tagg is an Associate Advisor with Verum Partners based out of Charlotte, NC. They both join the show today to share their journeys and experiences through the financial planning industry. If you are looking to get out of a Big Four accounting firm and begin...
Nov 18, 2022
Ethan Pepper is the Founder and CEO of Orchard City Wealth based out of Los Gatos, CA. He joins the show today to share how he got started as a financial planner—and eventually started his own firm. If you are considering giving up ownership in a firm to start your own, this is an episode for you!
Listen in as Ethan...
Nov 11, 2022
Kelli Cruz is the Founder and CEO of Cruz Consulting Group, a consulting firm that specializes in human capital and compensation consulting for the financial planning profession. Kelli joins the show to chat about what she is seeing from the trenches of her consulting work, including the biggest struggle that her...
Nov 4, 2022
Scarlett Che is a Wealth Planning Senior Associate at Austin Asset based out of Austin, TX, and she joins the show today to talk about how she is progressing in her financial planning career. If you are trying to figure out where you would like to be on the advisory career track, this is an episode for you!
Listen in as...