May 26, 2023
Mark Maurer is the President and CEO of LLIS, an insurance brokerage and consulting firm that was founded to be a resource and advisor to fee-only financial advisors and their clients. If you are interested in becoming a Certified Financial Planner but don’t see yourself as a lead planner, then this is an episode for...
May 19, 2023
Kevin Dunford is an Associate Financial Advisor at Switchpoint Financial Planning, and he stops by the show to share his story of pivoting to financial planning from his dream of being an ophthalmologist. If you are looking for a great fit Associate Planner position, this is an episode for you!
Listen in as Kevin shares...
May 12, 2023
Ariana Alisjahbana is an Associate Advisor at North Berkeley Wealth Management, and she stops by the show today to share her story of transitioning to financial planning after five years in marketing roles in big tech companies. If you are in a big tech firm and seeking to make a change to financial planning, then this...
May 5, 2023
Today I'm joined by Liz Plot, the Founder of Primas Financial Planning. After spending 10 years as a financial coach for members of the military, Liz made the decision to start her own firm. If you think you might be an accidental entrepreneur, this is an episode you won’t want to miss!
Listen in as we discuss...