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New Planner Podcast

Mar 12, 2021

Coleburn Spence is a financial advisor at Soundview Advisors in Seattle, Washington, and he joins the show today to share what ignited his passion for financial planning at the young age of 15. He also opens up about why he chose to attend a university that had a CFP program—but not declare financial planning as his major right away—and how he pivoted when he was striking out in the two job markets he had targeted prior to graduation to find his first firm.

Listen in to learn what criteria Coleburn set for the dream position he was seeking, what resources he used to connect with firms, and what actions he took when he identified potential firms he wanted to work for. You'll hear about the interview process for the firm that ultimately hired him, as well as great advice for aspiring financial planners.

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