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New Planner Podcast

Dec 25, 2020

Dennis Moore is the COO with Quest Capital Management in Dallas, Texas, and 2021 President-Elect of the Financial Planning Association. Dennis joins the show today to discuss why he pursued a career in financial planning, how he found his internship and first full-time job after graduating from a CFP program, and tips for effectively making the transition from student to professional.

Listen in as he opens up about why he pivoted away from being a full-time client-facing advisor to pursue an MBA, and then a position in operations management, ultimately taking over as COO at just 30 years old. You'll hear his advice for job seekers looking for a career in operations and what one can expect for compensation and their career track. If you are considering a career in operations in the financial planning profession, this episode is for you.

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