Sep 26, 2025
Jeanna Fifer is a partner and Kristin Baker is an associate financial planner with Cordis Financial, and they join the show today to talk about their distinct paths into financial planning. If you're interested in exploring career pivots, finding the right professional fit, or learning how collaboration can create...
Sep 19, 2025
Caroline Piehl is a partner at TimeWise Financial, and she joins the show today to share her non-traditional path to financial planning. If you're interested in navigating career pivots, building a family-founded firm into your own, or learning what it takes to merge and grow a business, this episode is for you!
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Sep 12, 2025
Today I'm joined by Kaitlyn Carlson, Founder of Theory Planning Partners, and Jordan Paul, Lead Advisor there. Kaitlyn and Jordan share insights on navigating career pivots and key lessons they learned on their journeys in the field. If you're interested in launching a firm and fostering a culture built for long-term...
Sep 5, 2025
Xander Larsen and Matt Pyron are associate advisors at 5280 Associates, and they join the show today to share how they transitioned from financial planning students to thriving professionals. If you're interested in learning how to make the most of mentorship, gain confidence through early career experiences, and add...