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New Planner Podcast

Nov 6, 2020

At just 25 years old, Ben Jacobs is already a Senior Financial Planner at Elwood & Goetz Wealth Advisory, managing several team members and leading the 401(k) retirement planning division for the firm. Today he joins the show to discuss the interview process he went through to get hired at his firm and what helped him grow his confidence and skills.

Listen in as Ben shares how he caught the eye of a senior planner at a conference through winning a social media contest, as well as why he pursued the CFP, AIF, and EA credentials. You will learn how he overcame older clients pushing back about his age and why he credits NAPFA Genesis with his success thus far. If you are a young planner searching for a way to get started, this is the episode for you.

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