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New Planner Podcast

Oct 2, 2020

Mario Nardone is a partner at East Bay Financial Services, where he focuses on the investment-related aspects of advisors' planning practices so they can focus on their clients and growing their businesses. Today he joins the show to share how he got into the profession, what made him decide to join an investment company straight out of school, and how he differentiated himself from other candidates from other schools.

Listen in as Mario opens up about choosing to pursue the CFA designation, as well as what he attributes to propelling his career forward. You will learn how he secured a position at a fee-only registered investment advisor and what he looks for when making hires. If you are considering a career more geared toward investment management, don't miss this episode!

You can find show notes and more information by clicking here: