Jan 27, 2023
Tess Downing is the Founder of Complete View Financial based out of San Antonio, TX. She joins the show today to talk about her journey in the financial planning industry, including what she would have done differently if she could do it all over again. If you want to know what it is like to work your way up in a firm...
Jan 20, 2023
Jessica Harrington is an Executive Business Coach at Carson Coaching in Dallas, TX. She joins the show today to share her story of becoming interested in financial planning and working as a coach for financial planners, as well as what she has learned throughout her career. If you are starting a new position and are...
Jan 13, 2023
Matt Benson is the Founder of Sonmore Financial based out of Chandler, AZ, and he joins the show today to share how he got started in the financial planning profession, why he hired an intern after starting his own firm, and why that intern is a rockstar. If you are seeking an internship or entry-level role in a...
Jan 6, 2023
Devoda Owens is an Analyst with Linscomb and Williams based out of Houston, TX. He stops by the show today to share how he recently passed the CFP exam and tips for anyone looking to do the same. If you are not sure of what your path to a career in financial planning might look like, this is an episode you won’t want...