Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen
Nov 29, 2024
Augustus Christensen is the Founder and CEO of Scoops, and he joins the show today to share how he got into wealth management. If you're interested in the journey from finance to entrepreneurship, learning how to leverage early career experiences, or exploring ways to make financial literacy more accessible, this...
Nov 22, 2024
Chris Grellas is the co-founder of ProsperPlan Wealth, and he joins the show today to share his wild college journey that brought him into the financial planning profession. If you're interested in hearing how to navigate career pivots, balance personal challenges with professional goals, or explore transitioning from...
Nov 15, 2024
Have you ever wondered how to turn a career shift into a successful business? In this episode, Kristin Harad, a Business & Marketing Coach for RIA Leaders and Independent Financial Advisors, shares her journey from corporate America to becoming a Certified Financial Planner with her own firm—while balancing life as a...
Nov 8, 2024
What motivates someone to change their career path after a life-altering event? In this episode, Kaitlyn Laney, Lead Financial Advisor at Trek Wealth Solutions, shares her journey from studying civil engineering to transitioning into financial planning after a personal family tragedy. Kaitlyn talks about her early...
Nov 1, 2024
Azure Bradger is an associate advisor at Clarity Financial Group based out of Fort Worth, TX. She joins the show today to share her unconventional journey into the financial planning profession, starting as a biochemistry major before landing an entry-level position at a property and casualty firm and eventually...