Jul 30, 2021
Brandon Odell is a Partner at Ensemble Practice, a consulting firm that specializes in financial planning firms. He joins us today to discuss his career path, going from an engineering major to consulting for financial advisory firms, and the education and skills combinations that are critical for growth in the...
Jul 23, 2021
In today's special episode, Jesse Lineberry joins me to talk all things planner compensation. Jesse is a CFP and Account Executive who works with a lot of our clients, and I’ve invited him on the show to talk about some of the placements we’ve made over the past few months, what the offers were, and what the...
Jul 16, 2021
Sean Alford is a Senior Financial Planner and Investment Solutions Manager with CFO4Life, an RIA based out of Coppell, TX. He joins the show today to share his career path, from graduating from a CFP undergraduate program to finally finding a good career fit in his current firm and transitioning to a recruiting and...
Jul 9, 2021
Veronica Taylor is a financial planner at Northstar, a fully virtual organization that helps employees make better financial decisions. She joins the show to share her journey from graphic designer to financial planner, as well as what led her to start a financial coaching company to increase financial literacy and...
Jul 2, 2021
Alex Jenkins is the Vice President, Relationship Director, and Investment Specialist with Avantis Investors based out of Charlotte, NC. He joins the show today to discuss his career path from engineering to finance and what it’s like in an institutional money management firm structure.
Listen in as Alex shares...