Mar 31, 2023
Tom Rasmussen is a Financial Advisor at BlueSky Wealth Advisors, and he joins the show today to discuss how he fell into his career as a financial planner and why he left a great fit firm after they were acquired. If your firm has been acquired and is no longer a good fit for you, you won’t want to miss this episode!
Mar 24, 2023
William Thompson is a Financial Planner at Valor Wealth Partners, and he joins the show today to discuss his career journey from loan officer to financial planner. If you are thinking of giving up because you are struggling to get an employer to say “yes” to you, this is an episode you won’t want to miss!
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Mar 17, 2023
Antonio Montes De Oca Jr is a Financial Analyst at Rock House Financial based out of Farmington, UT, and he joins the show today to discuss how family stress around money growing up prompted him to pursue a career as a financial planner. If you are graduating from a CFP program and want to know how to find a great fit...
Mar 10, 2023
Eric Joynt is an Associate Financial Planner at Prospettiva Financial, and he joins the show today to talk about how he became interested in investing and financial planning while in college. If you are in a different channel within financial services and want to transition to an RIA firm, this is an episode you won’t...
Mar 3, 2023
Liv Olson is the Founder of Liv Olson Consulting, based out of Seattle, WA. She helps teams and individuals build lasting capabilities and positive organizational culture that enables people to thrive. If you're looking to join an existing team or build one yourself, you don't want to miss this episode!
Listen in as Liv...